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Apollon Wealth Management’s JPMorgan Chase JPM Stock Holding History

Apollon Wealth Management’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 		$72.4M Buy
221,179
+2,099
+1% +$652K 0.88% 18
2026
Q1 		$64.4M Buy
219,080
+18,901
+9% +$5.74M 1.05% 12
2025
Q4 		$64.5M Buy
200,179
+3,887
+2% +$1.2M 1.12% 12
2025
Q3 		$61.9M Buy
196,292
+13,552
+7% +$4.03M 1.1% 13
2025
Q2 		$53M Buy
182,740
+7,664
+4% +$1.96M 1.05% 12
2025
Q1 		$42.9M Buy
175,076
+34,259
+24% +$8.73M 0.94% 19
2024
Q4 		$33.8M Buy
140,817
+17,306
+14% +$4.03M 0.78% 25
2024
Q3 		$26M Buy
123,511
+2,964
+2% +$624K 0.74% 25
2024
Q2 		$24.4M Sell
120,547
-1,905
-2% -$372K 0.74% 28
2024
Q1 		$24.5M Buy
122,452
+349
+0.3% +$63K 0.77% 25
2023
Q4 		$20.8M Buy
122,103
+39,794
+48% +$6.03M 0.72% 25
2023
Q3 		$11.9M Sell
82,309
-1,422
-2% -$213K 0.6% 30
2023
Q2 		$12.2M Buy
83,731
+5,244
+7% +$721K 0.59% 25
2023
Q1 		$10.2M Buy
78,487
+7,981
+11% +$1.09M 0.63% 24
2022
Q4 		$9.45M Buy
70,506
+6,376
+10% +$808K 0.67% 20
2022
Q3 		$6.7M Buy
64,130
+3,326
+5% +$382K 0.55% 30
2022
Q2 		$6.85M Buy
60,804
+1,740
+3% +$216K 0.57% 30
2022
Q1 		$8.05M Buy
59,064
+532
+0.9% +$78.5K 0.57% 29
2021
Q4 		$9.27M Buy
58,532
+12,831
+28% +$2.11M 0.69% 23
2021
Q3 		$7.48M Buy
45,701
+15,204
+50% +$2.38M 1.03% 16
2021
Q2 		$4.74M Sell
30,497
-310
-1% -$48.7K 0.85% 22
2021
Q1 		$4.69M Buy
30,807
+22,063
+252% +$3.17M 0.91% 20
2020
Q4 		$1.11M Buy
8,744
+3,031
+53% +$339K 0.3% 71
2020
Q3 		$550K Sell
5,713
-238
-4% -$23.4K 0.25% 81
2020
Q2 		$560K Buy
+5,951
New +$565K 0.31% 50
2020
Q1 		– Sell
-2,060
Closed -$283K – 72
2019
Q4 		$283K Buy
2,060
+1
+0% +$128 0.25% 56
2019
Q3 		$242K Buy
2,059
+1,077
+110% +$122K 0.25% 50
2019
Q2 		$110K Buy
+982
New +$108K 0.13% 63

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 Wealth Management's JPM Position: Q2 2026 in Review

Apollon Wealth Management increased its JPMorgan Chase (JPM) stake by 0.96% in Q2 2026, buying an estimated $652K and bringing the position to 221,179 shares worth $72.4M. The position accounts for 0.88% of the portfolio, ranked #18.

Apollon Wealth Management first reported a position in JPM in Q2 2019 and has held it in 28 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Apollon Wealth Management held 221,179 shares of JPMorgan Chase worth $72.4M as of Q2 2026.
  • Apollon Wealth Management bought 2,099 JPMorgan Chase shares in Q2 2026, an estimated $652K.
  • JPMorgan Chase made up 0.88% of Apollon Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Apollon Wealth Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 28 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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