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 		$46.4M Buy
422,000
+27,700
+7% +$3.43M ﹤0.01% 1442
2025
Q4 		$57.1M Sell
394,300
-378,100
-49% -$50.2M ﹤0.01% 1274
2025
Q3 		$103M Buy
772,400
+149,300
+24% +$21.1M 0.01% 977
2025
Q2 		$88.4M Sell
623,100
-289,000
-32% -$38.3M 0.01% 987
2025
Q1 		$125M Sell
912,100
-457,500
-33% -$70.3M 0.01% 837
2024
Q4 		$226M Buy
1,369,600
+646,700
+89% +$102M 0.02% 624
2024
Q3 		$90.3M Buy
722,900
+517,200
+251% +$59.7M 0.01% 1003
2024
Q2 		$24.3M Buy
205,700
+76,900
+60% +$8.73M ﹤0.01% 1714
2024
Q1 		$14.5M Sell
128,800
-20,400
-14% -$2.15M ﹤0.01% 2157
2023
Q4 		$13.9M Buy
149,200
+95,900
+180% +$8.47M ﹤0.01% 2157
2023
Q3 		$4.78M Buy
+53,300
New +$4.48M ﹤0.01% 2878
2023
Q2 		– Sell
-775,000
Closed -$48.9M – 6899
2023
Q1 		$48.9M Buy
775,000
+200,000
+35% +$13.4M 0.01% 1115
2022
Q4 		$36.7M Buy
+575,000
New +$34.2M ﹤0.01% 1266
2020
Q2 		– Sell
-24,500
Closed -$821K – 5348
2020
Q1 		$821K Buy
+24,500
New +$1.05M ﹤0.01% 3534
2019
Q2 		– Sell
-267,300
Closed -$7.55M – 5755
2019
Q1 		$7.55M Buy
+267,300
New +$7.6M ﹤0.01% 2268

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.