JPMorgan Chase & Co. shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 18k | 315.43 |
| 2025-06-30 | $5.0M | 17k | 289.90 |
| 2025-03-31 | $4.1M | 17k | 245.29 |
| 2024-12-31 | $3.7M | 16k | 239.72 |
| 2024-09-30 | $3.0M | 14k | 210.87 |
| 2024-06-30 | $2.9M | 14k | 202.26 |
| 2024-03-31 | $2.8M | 14k | 200.30 |
| 2023-12-31 | $1.1M | 6.7k | 170.10 |
| 2023-09-30 | $905k | 6.2k | 145.02 |
| 2023-06-30 | $608k | 4.2k | 145.44 |
| 2023-03-31 | $634k | 4.9k | 130.31 |
| 2022-12-31 | $512k | 3.8k | 134.10 |
| 2022-09-30 | $557k | 5.3k | 104.58 |
| 2022-06-30 | $456k | 4.0k | 112.70 |
| 2022-03-31 | $515k | 3.8k | 136.42 |
| 2021-12-31 | $413k | 2.6k | 158.48 |
| 2021-09-30 | $428k | 2.6k | 163.61 |
| 2021-06-30 | $403k | 2.6k | 155.66 |
| 2020-12-31 | $427k | 3.4k | 127.05 |
| 2020-09-30 | $1.2M | 13k | 96.28 |
| 2020-06-30 | $1.2M | 12k | 94.08 |
| 2020-03-31 | $1.1M | 13k | 90.07 |
| 2019-12-31 | $1.7M | 12k | 139.38 |