JPMorgan Chase & Co. shares owned by Apexium Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 38k | 315.43 |
| 2025-06-30 | $11M | 38k | 289.91 |
| 2024-12-31 | $5.8M | 24k | 239.71 |
| 2024-09-30 | $4.1M | 19k | 210.86 |
| 2024-06-30 | $2.0M | 10k | 202.26 |
| 2024-03-31 | $2.0M | 9.7k | 200.30 |
| 2023-12-31 | $2.4M | 14k | 170.10 |
| 2023-09-30 | $1.4M | 9.9k | 145.02 |
| 2023-06-30 | $1.4M | 10k | 145.44 |
| 2023-03-31 | $1.2M | 9.2k | 130.30 |
| 2022-12-31 | $1.4M | 10k | 134.11 |
| 2022-09-30 | $1.0M | 9.6k | 104.49 |
| 2022-03-31 | $262k | 1.7k | 158.31 |
| 2021-12-31 | $228k | 1.4k | 158.55 |
| 2021-09-30 | $355k | 2.2k | 163.82 |
| 2021-06-30 | $249k | 1.6k | 155.63 |
| 2021-03-31 | $246k | 1.6k | 152.42 |
| 2020-12-31 | $218k | 1.7k | 127.19 |
| 2019-12-31 | $355k | 2.5k | 139.38 |