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Apriem Advisors

SEC CIK
0001425165
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Apriem Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
44,544
Value
$14.6M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of JPM by Apriem Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,544$14.6M1.3%−114−0.3%ReducedHolders
Q1 202644,658$13.1M1.3%−160−0.4%ReducedHolders
Q4 202544,818$14.4M1.3%−565−1.2%ReducedHolders
Q3 202545,383$14.3M1.4%+609+1.4%AddedHolders
Q2 202544,774$13.0M1.4%−6,163−12.1%ReducedHolders
Q1 202550,937$12.5M1.5%−199−0.4%ReducedHolders
Q4 202451,136$12.3M1.4%−133−0.3%ReducedHolders
Q3 202451,269$10.8M1.3%−839−1.6%ReducedHolders
Q2 202452,108$10.5M1.3%−4,101−7.3%ReducedHolders
Q1 202456,209$11.3M1.4%−826−1.4%ReducedHolders
Q4 202357,035$9.70M1.3%+45+0.1%AddedHolders
Q3 202356,990$8.26M1.2%−89−0.2%ReducedHolders
Q2 202357,079$8.30M1.2%−447−0.8%ReducedHolders
Q1 202357,526$7.50M1.2%+76+0.1%AddedHolders
Q4 202257,450$7.70M1.3%+95+0.2%AddedHolders
Q3 202257,355$5.99M1.1%00.0%UnchangedHolders
Q2 202257,355$6.46M1.1%−2,040−3.4%ReducedHolders
Q1 202259,395$8.10M1.2%−392−0.7%ReducedHolders
Q4 202159,787$9.47M1.3%−1,072−1.8%ReducedHolders
Q3 202160,859$9.96M1.4%−144−0.2%ReducedHolders
Q2 202161,003$9.49M1.4%−1,512−2.4%ReducedHolders
Q1 202162,515$9.52M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.