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Apollon Financial’s JPMorgan Chase JPM Stock Holding History

Apollon Financial’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 		$4.78M Buy
14,617
+185
+1% +$57.5K 0.56% 53
2026
Q1 		$4.25M Buy
14,432
+3,179
+28% +$965K 0.59% 50
2025
Q4 		$3.63M Buy
11,253
+1,722
+18% +$533K 0.53% 50
2025
Q3 		$3.01M Buy
9,531
+1,424
+18% +$424K 0.5% 52
2025
Q2 		$2.35M Buy
8,107
+125
+2% +$31.9K 0.49% 53
2025
Q1 		$1.96M Buy
7,982
+889
+13% +$227K 0.46% 57
2024
Q4 		$1.7M Buy
7,093
+2,187
+45% +$509K 0.42% 56
2024
Q3 		$1.03M Buy
4,906
+82
+2% +$17.3K 0.3% 67
2024
Q2 		$976K Buy
4,824
+212
+5% +$41.4K 0.32% 61
2024
Q1 		$924K Buy
4,612
+338
+8% +$61K 0.32% 61
2023
Q4 		$727K Buy
+4,274
New +$648K 0.29% 67

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Apollon Financial's JPM Position: Q2 2026 in Review

Apollon Financial increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $57.5K and bringing the position to 14,617 shares worth $4.78M. The position accounts for 0.56% of the portfolio, ranked #53.

Apollon Financial first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Apollon Financial held 14,617 shares of JPMorgan Chase worth $4.78M as of Q2 2026.
  • Apollon Financial bought 185 JPMorgan Chase shares in Q2 2026, an estimated $57.5K.
  • JPMorgan Chase made up 0.56% of Apollon Financial's portfolio in Q2 2026, its #53 holding.
  • Apollon Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.