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
2024
Q3 		– Sell
-27,900
Closed -$1.07M – 7402
2024
Q2 		$1.07M Hold
27,900
– – ﹤0.01% 4226
2024
Q1 		$1.64M Buy
27,900
+25,100
+896% +$1.6M ﹤0.01% 3999
2023
Q4 		$168K Sell
2,800
-74,300
-96% -$3.77M ﹤0.01% 5488
2023
Q3 		$2.93M Buy
+77,100
New +$3.39M ﹤0.01% 3255
2023
Q2 		– Sell
-183,800
Closed -$12.1M – 6898
2023
Q1 		$12.1M Buy
+183,800
New +$10.6M ﹤0.01% 2105
2022
Q4 		– Sell
-45,000
Closed -$3.07M – 6517
2022
Q3 		$3.07M Buy
+45,000
New +$2.66M ﹤0.01% 3135
2022
Q2 		– Sell
-43,300
Closed -$2.2M – 6438
2022
Q1 		$2.2M Buy
+43,300
New +$1.91M ﹤0.01% 3673
2021
Q4 		– Sell
-51,700
Closed -$1.7M – 6613
2021
Q3 		$1.7M Buy
+51,700
New +$2.9M ﹤0.01% 3914
2020
Q1 		– Sell
-68,600
Closed -$2.1M – 5273
2019
Q4 		$2.1M Buy
+68,600
New +$1.9M ﹤0.01% 3347

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.