Aprio Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803519 ATLANTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$8,290,941

+$813,100 QoQ

Shares Held

25,329

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#1,626

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. JPM ranks #1 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,329	$8,290,941
2	BAC	Bank Of America Corp /De/	58,418	$3,328,657
3	RY	Royal Bank Of Canada	11,844	$2,451,352
4	C	Citigroup Inc	16,705	$2,338,031
5	HSBC	Hsbc Holdings PLC	21,870	$2,079,618
6	WFC	Wells Fargo & Company/Mn	18,188	$1,503,056
7	MUFG	Mitsubishi Ufj Financial Group Inc	48,834	$971,308
8	ING	Ing Groep NV	25,101	$787,669

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,290,941	25,329	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$7,477,841	25,421	-1.1%	Shares	Sole	2026-05-11
2025-12-31	$8,283,953	25,709	+43.6%	Shares	Sole	2026-01-29
2025-09-30	$5,645,250	17,897	+4.4%	Shares	Sole	2025-11-12
2025-06-30	$4,969,927	17,143	+3.7%	Shares	Sole	2025-08-14
2025-03-31	$4,054,073	16,527	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$3,726,291	15,545	+8.6%	Shares	Sole	2025-01-13
2024-09-30	$3,018,460	14,315	-0.4%	Shares	Sole	2024-10-08
2024-06-30	$2,908,094	14,378	+3.0%	Shares	Sole	2024-07-10
2024-03-31	$2,794,986	13,954	+108.7%	Shares	Sole	2024-04-10
2023-12-31	$1,137,118	6,685	+7.1%	Shares	Sole	2024-01-17
2023-09-30	$904,779	6,239	+49.3%	Shares	Sole	2023-10-10
2023-06-30	$607,648	4,178	-14.1%	Shares	Sole	2023-07-13
2023-03-31	$633,827	4,864	+27.4%	Shares	Sole	2023-04-14
2022-12-31	$511,859	3,817	-28.3%	Shares	Sole	2023-01-11
2022-09-30	$556,567	5,326	+31.6%	Shares	Sole	2022-10-13
2022-06-30	$455,620	4,046	+7.2%	Shares	Sole	2022-07-26
2022-03-31	$514,608	3,775	+44.9%	Shares	Sole	2022-04-19
2021-12-31	$412,660	2,606	-0.4%	Shares	Sole	2022-01-26
2021-09-30	$428,213	2,616	+1.0%	Shares	Sole	2021-10-14
2021-06-30	$402,693	2,589	-23.0%	Shares	Sole	2021-07-23
2020-12-31	$427,082	3,361	-73.1%	Shares	Sole	2021-01-11
2020-09-30	$1,201,930	12,485	+0.9%	Shares	Sole	2020-10-14
2020-06-30	$1,163,804	12,373	-3.1%	Shares	Sole	2020-07-20
2020-03-31	$1,149,503	12,768	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.