Apeiron RIA
JPM icon

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
Q3 		$368K Sell
1,104
-757
-41% -$265K 0.08% 99
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Apeiron RIA's JPM Position: Q3 2026 in Review

Apeiron RIA reduced its JPMorgan Chase (JPM) stake by 41% in Q3 2026, selling an estimated $265K and leaving 1,104 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #99.

Apeiron RIA first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $696K in Q3 2025. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Apeiron RIA held 1,104 shares of JPMorgan Chase worth $368K as of Q3 2026.
  • Apeiron RIA sold 757 JPMorgan Chase shares in Q3 2026, an estimated $265K.
  • JPMorgan Chase made up 0.08% of Apeiron RIA's portfolio in Q3 2026, its #99 holding.
  • Apeiron RIA first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's JPMorgan Chase position peaked at $696K in Q3 2025.
  • 2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.