JP Morgan Chase
APLS

JP Morgan Chase’s Apellis Pharmaceuticals APLS Stock Holding History

JP Morgan Chase’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,000
Closed -$377K – 7509
2025
Q4 		$377K Buy
+15,000
New +$352K ﹤0.01% 5203
2024
Q1 		– Sell
-61,800
Closed -$3.7M – 7381
2023
Q4 		$3.7M Sell
61,800
-494,500
-89% -$25.1M ﹤0.01% 3349
2023
Q3 		$21.2M Buy
556,300
+471,000
+552% +$20.7M ﹤0.01% 1636
2023
Q2 		$7.77M Sell
85,300
-279,400
-77% -$24.1M ﹤0.01% 2506
2023
Q1 		$24.1M Buy
364,700
+360,700
+9,018% +$20.8M ﹤0.01% 1532
2022
Q4 		$207K Sell
4,000
-68,500
-94% -$3.63M ﹤0.01% 5019
2022
Q3 		$4.95M Buy
+72,500
New +$4.29M ﹤0.01% 2747
2022
Q2 		– Sell
-165,500
Closed -$8.41M – 6437
2022
Q1 		$8.41M Buy
+165,500
New +$7.31M ﹤0.01% 2543
2021
Q4 		– Sell
-113,100
Closed -$3.73M – 6612
2021
Q3 		$3.73M Buy
113,100
+83,400
+281% +$4.69M ﹤0.01% 3292
2021
Q2 		$1.88M Buy
29,700
+24,300
+450% +$1.25M ﹤0.01% 3839
2021
Q1 		$232K Buy
+5,400
New +$256K ﹤0.01% 5085
2020
Q1 		– Sell
-206,500
Closed -$6.32M – 5272
2019
Q4 		$6.32M Buy
+206,500
New +$5.72M ﹤0.01% 2501

Other funds holding APLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

JP Morgan Chase's APLS Position: Q1 2026 in Review

JP Morgan Chase increased its Apellis Pharmaceuticals (APLS) stake by 1,198% in Q1 2026, buying an estimated $40.7M and bringing the position to 2,047,927 shares worth $35M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

JP Morgan Chase first reported a position in APLS in Q4 2017 and has held it in 34 quarters since. The position peaked at $163M in Q2 2023. 321 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • JP Morgan Chase held 2,047,927 shares of Apellis Pharmaceuticals worth $35M as of Q1 2026.
  • JP Morgan Chase bought 1,890,173 Apellis Pharmaceuticals shares in Q1 2026, an estimated $40.7M.
  • Apellis Pharmaceuticals made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1631 holding.
  • JP Morgan Chase first reported a position in Apellis Pharmaceuticals in Q4 2017 and has held it in 34 quarters since.
  • JP Morgan Chase's Apellis Pharmaceuticals position peaked at $163M in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.