Apriem Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1425165 IRVINE, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,580,587

+$1,443,990 QoQ

Shares Held

44,544

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#1,175

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

Apriem Advisors holds $17,002,564 across 4 Banks - Diversified names. JPM ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	44,544	$14,580,587
2	BAC	Bank Of America Corp /De/	30,995	$1,766,095
3	C	Citigroup Inc	2,906	$406,723
4	WFC	Wells Fargo & Company/Mn	3,015	$249,159

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,580,587	44,544	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$13,136,597	44,658	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$14,441,255	44,818	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$14,315,159	45,383	+1.4%	Shares	Sole	2025-11-10
2025-06-30	$12,980,430	44,774	-12.1%	Shares	Sole	2025-08-14
2025-03-31	$12,494,846	50,937	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$12,257,810	51,136	-0.3%	Shares	Sole	2025-02-05
2024-09-30	$10,810,581	51,269	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$10,539,364	52,108	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$11,258,662	56,209	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$9,701,653	57,035	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$8,264,689	56,990	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$8,301,569	57,079	-0.8%	Shares	Sole	2023-08-08
2023-03-31	$7,496,213	57,526	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$7,704,045	57,450	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$5,993,597	57,355	0.0%	Shares	Sole	2022-11-14
2022-06-30	$6,458,746	57,355	-3.4%	Shares	Sole	2022-08-08
2022-03-31	$8,096,726	59,395	-0.7%	Shares	Sole	2022-05-10
2021-12-31	$9,467,271	59,787	-1.8%	Shares	Sole	2022-02-09
2021-09-30	$9,962,009	60,859	-0.2%	Shares	Sole	2021-11-12
2021-06-30	$9,488,406	61,003	-2.4%	Shares	Sole	2021-08-10
2021-03-31	$9,516,658	62,515	+6.6%	Shares	Sole	2021-05-10
2020-12-31	$7,448,843	58,620	-14.4%	Shares	Sole	2021-02-04
2020-09-30	$6,591,029	68,464	-0.7%	Shares	Sole	2020-11-10
2020-06-30	$6,486,941	68,966	+2.2%	Shares	Sole	2020-08-07
2020-03-31	$6,073,333	67,459	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.