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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aptus Capital Advisors's JPM Position: Q1 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Chase (JPM) stake by 5% in Q1 2026, selling an estimated $4.72M and leaving 297,342 shares worth $87.5M. The position accounts for 0.69% of the portfolio, ranked #30.

Aptus Capital Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $101M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aptus Capital Advisors held 297,342 shares of JPMorgan Chase worth $87.5M as of Q1 2026.
Aptus Capital Advisors sold 15,561 JPMorgan Chase shares in Q1 2026, an estimated $4.72M.
JPMorgan Chase made up 0.69% of Aptus Capital Advisors's portfolio in Q1 2026, its #30 holding.
Aptus Capital Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
Aptus Capital Advisors's JPMorgan Chase position peaked at $101M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.