JP Morgan Chase
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JP Morgan Chase’s Apollo Global Management APO Stock Holding History

JP Morgan Chase’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.1M Buy
265,100
+116,100
+78% +$14.4M ﹤0.01% 1761
2025
Q4 		$21.6M Buy
149,000
+2,100
+1% +$279K ﹤0.01% 2001
2025
Q3 		$19.6M Buy
146,900
+63,000
+75% +$8.92M ﹤0.01% 2120
2025
Q2 		$11.9M Sell
83,900
-12,700
-13% -$1.68M ﹤0.01% 2401
2025
Q1 		$13.2M Sell
96,600
-276,300
-74% -$42.5M ﹤0.01% 2293
2024
Q4 		$61.6M Sell
372,900
-457,500
-55% -$72.5M ﹤0.01% 1203
2024
Q3 		$104M Buy
830,400
+250,000
+43% +$28.9M 0.01% 940
2024
Q2 		$68.5M Sell
580,400
-6,300
-1% -$715K 0.01% 1094
2024
Q1 		$66M Buy
586,700
+450,000
+329% +$47.5M 0.01% 1137
2023
Q4 		$12.7M Buy
136,700
+128,900
+1,653% +$11.4M ﹤0.01% 2234
2023
Q3 		$700K Buy
+7,800
New +$656K ﹤0.01% 4295
2023
Q1 		– Sell
-93,400
Closed -$5.96M – 6662
2022
Q4 		$5.96M Buy
+93,400
New +$5.55M ﹤0.01% 2684
2020
Q1 		– Sell
-100,000
Closed -$4.77M – 5274
2019
Q4 		$4.77M Sell
100,000
-100,000
-50% -$4.27M ﹤0.01% 2715
2019
Q3 		$7.56M Hold
200,000
– – ﹤0.01% 2356
2019
Q2 		$6.85M Buy
200,000
+100,000
+100% +$3.18M ﹤0.01% 2395
2019
Q1 		$2.83M Buy
+100,000
New +$2.84M ﹤0.01% 3086
2017
Q1 		– Sell
-705,400
Closed -$13.7M – 5028
2016
Q4 		$13.7M Hold
705,400
– – ﹤0.01% 1717
2016
Q3 		$12.7M Buy
+705,400
New +$12.4M ﹤0.01% 1645

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase reduced its Apollo Global Management (APO) stake by 9.6% in Q1 2026, selling an estimated $115M and leaving 8,777,297 shares worth $965M. The position accounts for 0.06% of the portfolio, ranked #275.

JP Morgan Chase first reported a position in APO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.4B in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • JP Morgan Chase held 8,777,297 shares of Apollo Global Management worth $965M as of Q1 2026.
  • JP Morgan Chase sold 927,001 Apollo Global Management shares in Q1 2026, an estimated $115M.
  • Apollo Global Management made up 0.06% of JP Morgan Chase's portfolio in Q1 2026, its #275 holding.
  • JP Morgan Chase first reported a position in Apollo Global Management in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Apollo Global Management position peaked at $1.4B in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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