Ownership history in Apriem Advisors · 73 quarters on record
This page tracks every 13F SEC filing in which Apriem Advisors reported a position in JPMORGAN CHASE & CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 44,818 | -565 | -1.2% | 1.33% | $14.4M | $320.77 |
| 2025 Q3 | ADDED | 45,383 | +609 | +1.4% | 1.35% | $14.3M | $312.49 |
| 2025 Q2 | REDUCED | 44,774 | -6,163 | -12.1% | 1.38% | $13.0M | $285.83 |
| 2025 Q1 | REDUCED | 50,937 | -199 | -0.4% | 1.46% | $12.5M | $240.37 |
| 2024 Q4 | REDUCED | 51,136 | -133 | -0.3% | 1.40% | $12.3M | $233.69 |
| 2024 Q3 | REDUCED | 51,269 | -839 | -1.6% | 1.26% | $10.8M | $204.31 |
| 2024 Q2 | REDUCED | 52,108 | -4,101 | -7.3% | 1.29% | $10.5M | $194.90 |
| 2024 Q1 | REDUCED | 56,209 | -826 | -1.4% | 1.41% | $11.3M | $191.89 |
| 2023 Q4 | ADDED | 57,035 | +45 | +0.1% | 1.30% | $9.7M | $161.96 |
| 2023 Q3 | REDUCED | 56,990 | -89 | -0.2% | 1.21% | $8.3M | $137.07 |
As of 2025 Q4 — sorted by position size