AW
JPM icon

Apricus Wealth’s JPMorgan Chase JPM Stock Holding History

Apricus Wealth’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 		$1.09M Buy
3,334
+56
+2% +$17.4K 0.52% 52
2026
Q1 		$964K Sell
3,278
-165
-5% -$50.1K 0.47% 54
2025
Q4 		$1.11M Buy
3,443
+130
+4% +$40.2K 0.57% 51
2025
Q3 		$1.05M Sell
3,313
-10,784
-76% -$3.21M 0.56% 50
2025
Q2 		$4.09M Sell
14,097
-550
-4% -$140K 2.38% 6
2025
Q1 		$3.59M Sell
14,647
-2,961
-17% -$755K 2.14% 10
2024
Q4 		$4.22M Sell
17,608
-2,687
-13% -$626K 2.74% 5
2024
Q3 		$4.28M Sell
20,295
-520
-2% -$110K 2.82% 3
2024
Q2 		$4.21M Sell
20,815
-824
-4% -$161K 3.01% 1
2024
Q1 		$4.33M Sell
21,639
-11,133
-34% -$2.01M 3.05% 2
2023
Q4 		$5.57M Buy
32,772
+749
+2% +$114K 4.25% 1
2023
Q3 		$4.74M Sell
32,023
-1,210
-4% -$181K 4.14% 1
2023
Q2 		$5.1M Sell
33,233
-1,245
-4% -$171K 4.48% 1
2023
Q1 		$4.49M Buy
34,478
+2,148
+7% +$294K 4.1% 1
2022
Q4 		$4.34M Sell
32,330
-221
-0.7% -$28K 3.95% 1
2022
Q3 		$3.4M Buy
32,551
+1,715
+6% +$197K 3.38% 3
2022
Q2 		$3.47M Buy
30,836
+2,308
+8% +$286K 3.18% 2
2022
Q1 		$3.75M Buy
28,528
+1,664
+6% +$246K 3.06% 4
2021
Q4 		$4.25M Buy
+26,864
New +$4.41M 3.8% 1

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apricus Wealth's JPM Position: Q2 2026 in Review

Apricus Wealth increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 3,334 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #52.

Apricus Wealth first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.57M in Q4 2023. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Apricus Wealth held 3,334 shares of JPMorgan Chase worth $1.09M as of Q2 2026.
  • Apricus Wealth bought 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
  • JPMorgan Chase made up 0.52% of Apricus Wealth's portfolio in Q2 2026, its #52 holding.
  • Apricus Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Apricus Wealth's JPMorgan Chase position peaked at $5.57M in Q4 2023.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.