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Aprio Wealth Management, LLC → JPM-PM
Aprio Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
44
Latest value
$640K
Q3 2026
Peak value
$36M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.6M |
| Q3 2025 | $7M |
| Q3 2025 | $1.5M |
| Q4 2025 | $8.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $213K |
| Q4 2025 | $7.1M |
| Q4 2025 | $2M |
| Q4 2025 | $7M |
| Q4 2025 | $29.1M |
| Q4 2025 | $499K |
| Q1 2026 | $7.5M |
| Q1 2026 | $600K |
| Q1 2026 | $1.2M |
| Q1 2026 | $217K |
| Q1 2026 | $7.5M |
| Q1 2026 | $2M |
| Q1 2026 | $206K |
| Q1 2026 | $911K |
| Q1 2026 | $13.4M |
| Q1 2026 | $27.6M |
| Q1 2026 | $575K |
| Q2 2026 | $8.3M |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $220K |
| Q2 2026 | $7.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.5M |
| Q2 2026 | $9M |
| Q2 2026 | $15.8M |
| Q2 2026 | $25.5M |
| Q2 2026 | $618K |
| Q3 2026 | $8.6M |
| Q3 2026 | $16.5M |
| Q3 2026 | $1.1M |
| Q3 2026 | $222K |
| Q3 2026 | $5.8M |
| Q3 2026 | $4.2M |
| Q3 2026 | $18.4M |
| Q3 2026 | $36M |
| Q3 2026 | $17.5M |
| Q3 2026 | $24.1M |
| Q3 2026 | $640K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $640K | 6.7K | — | — |
| Q3 2026 | $24.1M | 249.3K | — | — |
| Q3 2026 | $17.5M | 348.1K | — | — |
| Q3 2026 | $36M | 487.5K | — | — |
| Q3 2026 | $18.4M | 411.4K | — | — |
| Q3 2026 | $4.2M | 83.8K | — | — |
| Q3 2026 | $5.8M | 102.8K | — | — |
| Q3 2026 | $222K | 3.5K | — | — |
| Q3 2026 | $1.1M | 24.1K | — | — |
| Q3 2026 | $16.5M | 201.3K | — | — |
| Q3 2026 | $8.6M | 26.0K | — | — |
| Q2 2026 | $618K | 6.7K | — | — |
| Q2 2026 | $25.5M | 258.2K | — | — |
| Q2 2026 | $15.8M | 312.8K | — | — |
| Q2 2026 | $9M | 125.1K | — | — |
| Q2 2026 | $1.5M | 31.9K | — | — |
| Q2 2026 | $1.7M | 33.8K | — | — |
| Q2 2026 | $7.9M | 139.9K | — | — |
| Q2 2026 | $220K | 3.5K | — | — |
| Q2 2026 | $1.1M | 24.3K | — | — |
| Q2 2026 | $4.5M | 54.4K | — | — |
| Q2 2026 | $8.3M | 25.3K | — | — |
| Q1 2026 | $575K | 6.7K | — | — |
| Q1 2026 | $27.6M | 326.6K | — | — |
| Q1 2026 | $13.4M | 265.4K | — | — |
| Q1 2026 | $911K | 14.9K | — | — |
| Q1 2026 | $206K | 4.4K | — | — |
| Q1 2026 | $2M | 39.6K | — | — |
| Q1 2026 | $7.5M | 132.3K | — | — |
| Q1 2026 | $217K | 3.5K | — | — |
| Q1 2026 | $1.2M | 26.0K | — | — |
| Q1 2026 | $600K | 7.9K | — | — |
| Q1 2026 | $7.5M | 25.4K | — | — |
| Q4 2025 | $499K | 6.2K | — | — |
| Q4 2025 | $29.1M | 313.2K | — | — |
| Q4 2025 | $7M | 137.8K | — | — |
| Q4 2025 | $2M | 39.6K | — | — |
| Q4 2025 | $7.1M | 124.2K | — | — |
| Q4 2025 | $213K | 3.5K | — | — |
| Q4 2025 | $1.1M | 23.6K | — | — |
| Q4 2025 | $8.3M | 25.7K | — | — |
| Q3 2025 | $1.5M | 30.4K | — | — |
| Q3 2025 | $7M | 122.3K | — | — |
| Q3 2025 | $5.6M | 17.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B