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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Apella Capital's JPM Position: Q2 2026 in Review

Apella Capital reduced its JPMorgan Chase (JPM) stake by 0.95% in Q2 2026, selling an estimated $111K and leaving 37,413 shares worth $12.7M. The position accounts for 0.18% of the portfolio, ranked #95.

Apella Capital first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Apella Capital held 37,413 shares of JPMorgan Chase worth $12.7M as of Q2 2026.
  • Apella Capital sold 357 JPMorgan Chase shares in Q2 2026, an estimated $111K.
  • JPMorgan Chase made up 0.18% of Apella Capital's portfolio in Q2 2026, its #95 holding.
  • Apella Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.