Aptus Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Aptus Capital Advisors’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
2021 Q2	–	Sell	-150,000	Closed	-$22.8M	–	584
2021 Q1	$22.8M	Buy	+150,000	New	+$21.6M	0.82%	33
2020 Q4	–	Sell	-150,000	Closed	-$14.4M	–	501
2020 Q3	$14.4M	Sell	150,000 -45,000	-23%	-$4.42M	0.77%	31
2020 Q2	$18.3M	Buy	+195,000	New	+$18.5M	1.15%	29
2019 Q4	–	Sell	-210,000	Closed	-$24.7M	–	533
2019 Q3	$24.7M	Buy	+210,000	New	+$23.8M	1.38%	6

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aptus Capital Advisors's JPM Position: Q2 2026 in Review

Aptus Capital Advisors increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $1.36M and bringing the position to 301,725 shares worth $98.8M. The position accounts for 0.68% of the portfolio, ranked #31.

Aptus Capital Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $101M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Aptus Capital Advisors held 301,725 shares of JPMorgan Chase worth $98.8M as of Q2 2026.
Aptus Capital Advisors bought 4,383 JPMorgan Chase shares in Q2 2026, an estimated $1.36M.
JPMorgan Chase made up 0.68% of Aptus Capital Advisors's portfolio in Q2 2026, its #31 holding.
Aptus Capital Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
Aptus Capital Advisors's JPMorgan Chase position peaked at $101M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.