Aptus Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.1M | Buy |
314,340
+12,244
| +4% | +$3.55M | 0.74% | 27 |
|
|
2025
Q1 | $74.1M | Buy |
302,096
+538
| +0.2% | +$132K | 0.76% | 27 |
|
|
2024
Q4 | $72.3M | Buy |
301,558
+64,798
| +27% | +$15.5M | 0.76% | 26 |
|
|
2024
Q3 | $49.9M | Buy |
236,760
+30,082
| +15% | +$6.34M | 0.74% | 29 |
|
|
2024
Q2 | $41.8M | Buy |
206,678
+27,961
| +16% | +$5.66M | 0.74% | 24 |
|
|
2024
Q1 | $35.8M | Buy |
178,717
+17,168
| +11% | +$3.44M | 0.67% | 28 |
|
|
2023
Q4 | $27.5M | Sell |
161,549
-11,513
| -7% | -$1.96M | 0.75% | 24 |
|
|
2023
Q3 | $25.1M | Buy |
173,062
+7,255
| +4% | +$1.05M | 0.68% | 28 |
|
|
2023
Q2 | $24.1M | Sell |
165,807
-8,136
| -5% | -$1.18M | 0.58% | 29 |
|
|
2023
Q1 | $22.7M | Buy |
173,943
+12,005
| +7% | +$1.56M | 0.61% | 29 |
|
|
2022
Q4 | $21.7M | Buy |
161,938
+8,316
| +5% | +$1.12M | 0.67% | 26 |
|
|
2022
Q3 | $16.1M | Buy |
153,622
+15,607
| +11% | +$1.63M | 0.39% | 31 |
|
|
2022
Q2 | $15.5M | Buy |
138,015
+8,829
| +7% | +$994K | 0.4% | 28 |
|
|
2022
Q1 | $17.6M | Buy |
129,186
+19,984
| +18% | +$2.72M | 0.44% | 21 |
|
|
2021
Q4 | $17.3M | Buy |
109,202
+12,444
| +13% | +$1.97M | 0.52% | 21 |
|
|
2021
Q3 | $15.8M | Buy |
96,758
+11,631
| +14% | +$1.9M | 0.41% | 21 |
|
|
2021
Q2 | $13.2M | Buy |
85,127
+11,319
| +15% | +$1.76M | 0.39% | 20 |
|
|
2021
Q1 | $11.2M | Sell |
73,808
-176,700
| -71% | -$26.9M | 0.4% | 20 |
|
|
2020
Q4 | $12M | Buy |
250,508
+186,340
| +290% | +$8.94M | 0.55% | 19 |
|
|
2020
Q3 | $6.18M | Buy |
64,168
+5,452
| +9% | +$525K | 0.33% | 35 |
|
|
2020
Q2 | $5.52M | Buy |
58,716
+2,385
| +4% | +$224K | 0.35% | 36 |
|
|
2020
Q1 | $5.07M | Buy |
56,331
+2,832
| +5% | +$255K | 0.44% | 29 |
|
|
2019
Q4 | $7.46M | Buy |
53,499
+18,078
| +51% | +$2.52M | 0.53% | 21 |
|
|
2019
Q3 | $4.17M | Buy |
35,421
+22,929
| +184% | +$2.7M | 0.23% | 28 |
|
|
2019
Q2 | $1.4M | Sell |
12,492
-95
| -0.8% | -$10.6K | 0.2% | 98 |
|
|
2019
Q1 | $1.27M | Buy |
12,587
+10,425
| +482% | +$1.06M | 0.22% | 102 |
|
|
2018
Q4 | $211K | Buy |
+2,162
| New | +$211K | 0.06% | 144 |
|