SEC 13F Intelligence

Apriem Advisors / JPM

Apriem Advisors’s Jpmorgan Chase & Co Position

Does Apriem Advisors own Jpmorgan Chase & Co (JPM)? Yes — 44.7K shares worth $13M (+1.25% of its 13F portfolio) as of Q1 2026, down from 44.8K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
44.7K
% of Portfolio
+1.25%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $10MQ4 ’19Q1 ’20: $6MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $10MQ2 ’21: $9MQ3 ’21: $10MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $8MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $14MQ4 ’25: $14MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.7K$13M+1.25%
Q4 202544.8K$14M+1.33%
Q3 202545.4K$14M+1.35%
Q2 202544.8K$13M+1.38%
Q1 202550.9K$12M+1.46%
Q4 202451.1K$12M+1.40%
Q3 202451.3K$11M+1.26%
Q2 202452.1K$11M+1.29%
Q1 202456.2K$11M+1.41%
Q4 202357.0K$10M+1.30%
Q3 202357.0K$8M+1.21%
Q2 202357.1K$8M+1.24%
Q1 202357.5K$7M+1.20%
Q4 202257.5K$8M+1.34%
Q3 202257.4K$6M+1.08%
Q2 202257.4K$6M+1.11%
Q1 202259.4K$8M+1.19%
Q4 202159.8K$9M+1.34%
Q3 202160.9K$10M+1.43%
Q2 202161.0K$9M+1.42%
Q1 202162.5K$10M+1.47%
Q4 202058.6K$7M+1.33%
Q3 202068.5K$7M+1.21%
Q2 202069.0K$6M+1.33%
Q1 202067.5K$6M+1.47%
Q4 201971.0K$10M+1.90%
Q3 201976.3K$9M+1.99%
Q2 201979.8K$9M+2.79%
Q1 201978.7K$8M+2.11%
Q4 201874.7K$7M+2.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Apriem Advisors’s full portfolio or all institutional holders of JPM.