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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
2026
Q1 		– Sell
-900
Closed -$290K – 1737
2025
Q4 		$290K Buy
+900
New +$279K ﹤0.01% 897
2020
Q1 		– Sell
-21,600
Closed -$3.01M – 471
2019
Q4 		$3.01M Sell
21,600
-2,000
-8% -$257K 0.21% 92
2019
Q3 		$2.78M Buy
+23,600
New +$2.67M 0.16% 72

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.