Aprio Wealth Management
JPM icon

Aprio Wealth Management’s JPMorgan Chase JPM Stock Holding History

Aprio Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.61M Buy
26,028
+699
+3% +$244K 0.39% 64
2026
Q2 		$8.29M Sell
25,329
-92
-0.4% -$28.6K 0.41% 60
2026
Q1 		$7.48M Sell
25,421
-288
-1% -$87.4K 0.41% 53
2025
Q4 		$8.28M Buy
25,709
+7,812
+44% +$2.42M 0.48% 48
2025
Q3 		$5.65M Buy
17,897
+754
+4% +$224K 0.56% 38
2025
Q2 		$4.97M Buy
17,143
+616
+4% +$157K 0.56% 33
2025
Q1 		$4.05M Buy
16,527
+982
+6% +$250K 0.51% 38
2024
Q4 		$3.73M Buy
15,545
+1,230
+9% +$286K 0.54% 33
2024
Q3 		$3.02M Sell
14,315
-63
-0.4% -$13.3K 0.48% 37
2024
Q2 		$2.91M Buy
14,378
+424
+3% +$82.9K 0.53% 34
2024
Q1 		$2.8M Buy
13,954
+7,269
+109% +$1.31M 0.55% 29
2023
Q4 		$1.14M Buy
6,685
+446
+7% +$67.6K 0.25% 50
2023
Q3 		$905K Buy
6,239
+2,061
+49% +$309K 0.25% 50
2023
Q2 		$608K Sell
4,178
-686
-14% -$94.4K 0.17% 65
2023
Q1 		$634K Buy
4,864
+1,047
+27% +$143K 0.2% 52
2022
Q4 		$512K Sell
3,817
-1,509
-28% -$191K 0.18% 62
2022
Q3 		$557K Buy
5,326
+1,280
+32% +$147K 0.22% 53
2022
Q2 		$456K Buy
4,046
+271
+7% +$33.6K 0.18% 52
2022
Q1 		$515K Buy
3,775
+1,169
+45% +$173K 0.2% 51
2021
Q4 		$413K Sell
2,606
-10
-0.4% -$1.64K 0.17% 47
2021
Q3 		$428K Buy
2,616
+27
+1% +$4.23K 0.2% 44
2021
Q2 		$403K Buy
+2,589
New +$407K 0.19% 43
2020
Q4 		$427K Sell
3,361
-9,124
-73% -$1.02M 0.28% 33
2020
Q3 		$1.2M Buy
12,485
+112
+0.9% +$11K 0.85% 22
2020
Q2 		$1.16M Sell
12,373
-395
-3% -$37.5K 1.12% 21
2020
Q1 		$1.15M Buy
12,768
+600
+5% +$72.9K 1.46% 11
2019
Q4 		$1.7M Buy
+12,168
New +$1.56M 1.25% 17

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Aprio Wealth Management's JPM Position: Q3 2026 in Review

Aprio Wealth Management increased its JPMorgan Chase (JPM) stake by 2.8% in Q3 2026, buying an estimated $244K and bringing the position to 26,028 shares worth $8.61M. The position accounts for 0.39% of the portfolio, ranked #64.

Aprio Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Aprio Wealth Management held 26,028 shares of JPMorgan Chase worth $8.61M as of Q3 2026.
  • Aprio Wealth Management bought 699 JPMorgan Chase shares in Q3 2026, an estimated $244K.
  • JPMorgan Chase made up 0.39% of Aprio Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.