Aprio Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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