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Disclosery

Apriem Advisors: JPM position timeline

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

Apriem Advisors held 44,544 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,544 shares
    Change vs previous 13F -114 shares

    1.26% of the 13F portfolio, value $14,580,535.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 44,658 shares
    Change vs previous 13F -160 shares

    1.25% of the 13F portfolio, value $13,136,725.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 44,818 shares
    Change vs previous 13F -565 shares

    1.33% of the 13F portfolio, value $14,441,264.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,383 shares
    Change vs previous 13F +609 shares

    1.35% of the 13F portfolio, value $14,315,041.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,774 shares
    Change vs previous 13F -6,163 shares

    1.38% of the 13F portfolio, value $12,980,523.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 50,937 shares
    Change vs previous 13F -199 shares

    1.46% of the 13F portfolio, value $12,494,981.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 51,136 shares
    Change vs previous 13F -133 shares

    1.4% of the 13F portfolio, value $12,257,732.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 51,269 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $10,810,502.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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