Apexium Financial, LP Jpmorgan Chase & CO Transaction History

Apexium Financial, LP

$1.71 Billion
Q2 2025

A detailed history of Apexium Financial, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Apexium Financial, LP holds 37,832 shares of JPM stock, worth $11.2 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

37,832

Previous 46,792 19.15%

Holding current value

$11.2 Million

Previous $11.5 Million 4.45%

% of portfolio

0.64%

Previous 0.75%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$210.28 - $289.91 $1.88 Million - $2.6 Million	-8,960 Reduced 19.15%	37,832 $11 Million
Q1 2025 May 14, 2025	BUY	$225.19 - $279.95 $5.05 Million - $6.28 Million	22,438 Added 92.13%	46,792 $11.5 Million
Q4 2024 Jan 22, 2025	BUY	$205.18 - $250.29 $1.03 Million - $1.26 Million	5,037 Added 26.08%	24,354 $5.84 Million
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $1.82 Million - $2.1 Million	9,324 Added 93.31%	19,317 $4.07 Million
Q2 2024 Aug 05, 2024	BUY	$180.08 - $204.79 $44,839 - $50,992	249 Added 2.56%	9,993 $2.02 Million
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $778,138 - $932,797	-4,657 Reduced 32.34%	9,744 $1.95 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $612,504 - $768,734	4,514 Added 45.66%	14,401 $2.45 Million
Q3 2023 Oct 24, 2023	SELL	$143.21 - $158.0 $11,313 - $12,482	-79 Reduced 0.79%	9,887 $1.43 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $99,426 - $113,443	780 Added 8.49%	9,966 $1.45 Million
Q1 2023 May 17, 2023	SELL	$124.91 - $143.8 $124,535 - $143,368	-997 Reduced 9.79%	9,186 $1.2 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $55,670 - $75,260	546 Added 5.67%	10,183 $1.37 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $199,775 - $1.16 Million	9,637 New	9,637 $1.01 Million
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $186,369 - $224,931	-1,655 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $27,841 - $36,551	217 Added 15.09%	1,655 $262,000
Q4 2021 Jan 19, 2022	SELL	$153.94 - $171.78 $112,222 - $125,227	-729 Reduced 33.64%	1,438 $228,000
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $83,331 - $94,677	567 Added 35.44%	2,167 $355,000
Q2 2021 Jul 15, 2021	SELL	$147.37 - $166.44 $2,063 - $2,330	-14 Reduced 0.87%	1,600 $249,000
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $12,565 - $15,765	-100 Reduced 5.83%	1,614 $246,000
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $165,469 - $217,797	1,714 New	1,714 $218,000
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $201,289 - $359,356	-2,547 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$111.82 - $139.4 $284,805 - $355,051	2,547 New	2,547 $355,000

Others Institutions Holding JPM

# of Institutions

5,358

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $871B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Apexium Financial, LP Jpmorgan Chase & CO Transaction History