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Apeiron RIA’s JPMorgan Chase JPM Stock Holding History

Apeiron RIA’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$609K Sell
1,861
-148
-7% -$46K 0.16% 88
2026
Q1 		$591K Buy
2,009
+110
+6% +$33.4K 0.14% 110
2025
Q4 		$586K Sell
1,899
-361
-16% -$112K 0.12% 106
2025
Q3 		$696K Buy
2,260
+127
+6% +$37.8K 0.16% 102
2025
Q2 		$618K Sell
2,133
-552
-21% -$141K 0.16% 107
2025
Q1 		$659K Sell
2,685
-113
-4% -$28.8K 0.2% 98
2024
Q4 		$671K Buy
2,798
+173
+7% +$40.3K 0.19% 96
2024
Q3 		$554K Sell
2,625
-115
-4% -$24.2K 0.16% 111
2024
Q2 		$554K Buy
2,740
+6
+0.2% +$1.17K 0.17% 107
2024
Q1 		$548K Buy
2,734
+19
+0.7% +$3.43K 0.16% 106
2023
Q4 		$462K Buy
2,715
+322
+13% +$48.8K 0.14% 115
2023
Q3 		$347K Buy
2,393
+15
+0.6% +$2.25K 0.12% 138
2023
Q2 		$346K Sell
2,378
-75
-3% -$10.3K 0.12% 133
2023
Q1 		$320K Sell
2,453
-103
-4% -$14.1K 0.11% 140
2022
Q4 		$343K Buy
2,556
+9
+0.4% +$1.14K 0.13% 124
2022
Q3 		$260K Buy
+2,547
New +$292K 0.12% 140
2022
Q2 		– Sell
-2,851
Closed -$374K – 177
2022
Q1 		$374K Buy
2,851
+130
+5% +$19.2K 0.18% 100
2021
Q4 		$431K Buy
+2,721
New +$447K 0.18% 95

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Apeiron RIA's JPM Position: Q2 2026 in Review

Apeiron RIA reduced its JPMorgan Chase (JPM) stake by 7.4% in Q2 2026, selling an estimated $46K and leaving 1,861 shares worth $609K. The position accounts for 0.16% of the portfolio, ranked #88.

Apeiron RIA first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $696K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Apeiron RIA held 1,861 shares of JPMorgan Chase worth $609K as of Q2 2026.
  • Apeiron RIA sold 148 JPMorgan Chase shares in Q2 2026, an estimated $46K.
  • JPMorgan Chase made up 0.16% of Apeiron RIA's portfolio in Q2 2026, its #88 holding.
  • Apeiron RIA first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Apeiron RIA's JPMorgan Chase position peaked at $696K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.