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Disclosery

Apexium Financial, LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apexium Financial, LP on JPM, newest first. How the timeline and the estimate are built.

Apexium Financial, LP held 38,217 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 38,217 shares
    Change vs previous 13F +385 shares

    0.59% of the 13F portfolio, value $12,054,784.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 37,832 shares
    Change vs previous 13F -8,960 shares

    0.58% of the 13F portfolio, value $10,967,797.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 46,792 shares
    Change vs previous 13F +22,438 shares

    0.68% of the 13F portfolio, value $11,478,005.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 24,354 shares
    Change vs previous 13F +5,037 shares

    0.35% of the 13F portfolio, value $5,837,964.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 19,317 shares
    Change vs previous 13F +9,324 shares

    0.27% of the 13F portfolio, value $4,073,180.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 9,993 shares
    Change vs previous 13F +249 shares

    0.14% of the 13F portfolio, value $2,021,159.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 9,744 shares
    Change vs previous 13F -4,657 shares

    0.15% of the 13F portfolio, value $1,951,761.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 14,401 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,449,597.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).