Apriem Advisors Jpmorgan Chase & CO Transaction History

Apriem Advisors

$814 Million
Q2 2024

A detailed history of Apriem Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Apriem Advisors holds 52,108 shares of JPM stock, worth $11.5 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

52,108

Previous 56,209 7.3%

Holding current value

$11.5 Million

Previous $11.3 Million 6.39%

% of portfolio

1.3%

Previous 1.42%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $738,508 - $839,843	-4,101 Reduced 7.3%	52,108 $10.5 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $138,016 - $165,447	-826 Reduced 1.45%	56,209 $11.3 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $6,106 - $7,663	45 Added 0.08%	57,035 $9.7 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $12,745 - $14,062	-89 Reduced 0.16%	56,990 $8.26 Million
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $56,979 - $65,011	-447 Reduced 0.78%	57,079 $8.3 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $9,493 - $10,928	76 Added 0.13%	57,526 $7.5 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $9,686 - $13,094	95 Added 0.17%	57,450 $7.7 Million
Q2 2022 Aug 08, 2022	SELL	$112.61 - $135.91 $229,724 - $277,256	-2,040 Reduced 3.43%	57,355 $6.46 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $50,293 - $66,028	-392 Reduced 0.66%	59,395 $8.1 Million
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $165,023 - $184,148	-1,072 Reduced 1.76%	59,787 $9.47 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $21,163 - $24,045	-144 Reduced 0.24%	60,859 $9.96 Million
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $222,823 - $251,657	-1,512 Reduced 2.42%	61,003 $9.49 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $489,406 - $614,046	3,895 Added 6.64%	62,515 $9.52 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $950,339 - $1.25 Million	-9,844 Reduced 14.38%	58,620 $7.45 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $45,822 - $52,117	-502 Reduced 0.73%	68,464 $6.59 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $126,633 - $170,969	1,507 Added 2.23%	68,966 $6.49 Million
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $280,082 - $500,022	-3,544 Reduced 4.99%	67,459 $6.07 Million
Q4 2019 Feb 10, 2020	SELL	$111.82 - $139.4 $594,994 - $741,747	-5,321 Reduced 6.97%	71,003 $9.9 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $361,245 - $414,432	-3,447 Reduced 4.32%	76,324 $8.98 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $109,872 - $121,926	1,050 Added 1.33%	79,771 $8.92 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $394,169 - $435,084	4,059 Added 5.44%	78,721 $7.97 Million
Q4 2018 Feb 19, 2019	BUY	$92.14 - $115.32 $1.01 Million - $1.26 Million	10,941 Added 17.17%	74,662 $7.29 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $14,090 - $16,133	-136 Reduced 0.21%	63,721 $7.19 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $127,811 - $141,491	1,238 Added 1.98%	63,857 $6.65 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $228,359 - $253,455	-2,134 Reduced 3.3%	62,619 $6.89 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $25,402 - $28,574	-265 Reduced 0.41%	64,753 $6.93 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $5.75 Million - $6.21 Million	65,018	65,018 $6.21 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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