Apella Capital
JPM icon

Apella Capital’s JPMorgan Chase JPM Stock Holding History

Apella Capital’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 		$14.8M Buy
44,875
+7,462
+20% +$2.61M 0.19% 97
2026
Q2 		$12.7M Sell
37,413
-357
-0.9% -$111K 0.18% 95
2026
Q1 		$11.7M Buy
37,770
+15,590
+70% +$4.73M 0.17% 100
2025
Q4 		$7.15M Sell
22,180
-909
-4% -$281K 0.14% 115
2025
Q3 		$6.89M Buy
23,089
+805
+4% +$239K 0.15% 108
2025
Q2 		$6.51M Buy
22,284
+9,588
+76% +$2.45M 0.18% 98
2025
Q1 		$2.98M Buy
12,696
+3,089
+32% +$788K 0.1% 112
2024
Q4 		$2.3M Buy
9,607
+6
+0.1% +$1.4K 0.09% 107
2024
Q3 		$1.99M Buy
9,601
+642
+7% +$135K 0.08% 105
2024
Q2 		$1.86M Buy
8,959
+873
+11% +$171K 0.08% 103
2024
Q1 		$1.59M Buy
8,086
+51
+0.6% +$9.2K 0.08% 107
2023
Q4 		$1.38M Sell
8,035
-70
-0.9% -$10.6K 0.08% 113
2023
Q3 		$1.18M Sell
8,105
-142
-2% -$21.3K 0.08% 106
2023
Q2 		$1.2M Buy
+8,247
New +$1.13M 0.09% 106
2022
Q4 		$1.06M Buy
7,925
+483
+6% +$61.2K 0.1% 101
2022
Q3 		$778K Buy
7,442
+110
+2% +$12.6K 0.09% 105
2022
Q2 		$826K Sell
7,332
-166
-2% -$20.6K 0.1% 107
2022
Q1 		$1.02M Buy
7,498
+1,041
+16% +$154K 0.14% 89
2021
Q4 		$1.02M Buy
6,457
+1,162
+22% +$191K 0.13% 88
2021
Q3 		$867K Sell
5,295
-10
-0.2% -$1.57K 0.12% 97
2021
Q2 		$825K Buy
5,305
+351
+7% +$55.1K 0.14% 105
2021
Q1 		$754K Buy
4,954
+125
+3% +$18K 0.24% 71
2020
Q4 		$614K Sell
4,829
-567
-11% -$63.4K 0.22% 76
2020
Q3 		$519K Buy
5,396
+555
+11% +$54.5K 0.21% 81
2020
Q2 		$455K Hold
4,841
– – 0.21% 81
2020
Q1 		$436K Buy
+4,841
New +$588K 0.25% 71

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Apella Capital's JPM Position: Q3 2026 in Review

Apella Capital increased its JPMorgan Chase (JPM) stake by 20% in Q3 2026, buying an estimated $2.61M and bringing the position to 44,875 shares worth $14.8M. The position accounts for 0.19% of the portfolio, ranked #97.

Apella Capital first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Apella Capital held 44,875 shares of JPMorgan Chase worth $14.8M as of Q3 2026.
  • Apella Capital bought 7,462 JPMorgan Chase shares in Q3 2026, an estimated $2.61M.
  • JPMorgan Chase made up 0.19% of Apella Capital's portfolio in Q3 2026, its #97 holding.
  • Apella Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.