JP Morgan Chase
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JP Morgan Chase’s Apogee Enterprises APOG Stock Holding History

JP Morgan Chase’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.32M Sell
256,624
-125,697
-33% -$4.66M ﹤0.01% 2847
2025
Q4 		$13.9M Buy
382,321
+109,352
+40% +$4.13M ﹤0.01% 2394
2025
Q3 		$11.9M Buy
272,969
+21,764
+9% +$934K ﹤0.01% 2574
2025
Q2 		$10.2M Buy
251,205
+48,837
+24% +$2.02M ﹤0.01% 2535
2025
Q1 		$9.38M Buy
202,368
+15,624
+8% +$798K ﹤0.01% 2600
2024
Q4 		$13.3M Buy
186,744
+87,356
+88% +$6.86M ﹤0.01% 2431
2024
Q3 		$6.96M Sell
99,388
-54,760
-36% -$3.52M ﹤0.01% 2941
2024
Q2 		$9.69M Buy
154,148
+18,589
+14% +$1.15M ﹤0.01% 2493
2024
Q1 		$8.03M Sell
135,559
-17,500
-11% -$967K ﹤0.01% 2688
2023
Q4 		$8.17M Sell
153,059
-9,782
-6% -$455K ﹤0.01% 2654
2023
Q3 		$7.67M Buy
162,841
+6,620
+4% +$322K ﹤0.01% 2498
2023
Q2 		$7.42M Buy
156,221
+31,535
+25% +$1.32M ﹤0.01% 2550
2023
Q1 		$5.39M Buy
124,686
+26,160
+27% +$1.18M ﹤0.01% 2756
2022
Q4 		$4.38M Sell
98,526
-1,708
-2% -$77K ﹤0.01% 2937
2022
Q3 		$3.83M Buy
100,234
+10,991
+12% +$448K ﹤0.01% 2963
2022
Q2 		$3.5M Sell
89,243
-3,079
-3% -$132K ﹤0.01% 3091
2022
Q1 		$4.38M Sell
92,322
-24,975
-21% -$1.16M ﹤0.01% 3119
2021
Q4 		$5.65M Buy
117,297
+21,262
+22% +$929K ﹤0.01% 2955
2021
Q3 		$3.63M Sell
96,035
-63,762
-40% -$2.56M ﹤0.01% 3313
2021
Q2 		$6.51M Buy
159,797
+77,421
+94% +$2.92M ﹤0.01% 2818
2021
Q1 		$3.37M Buy
82,376
+18,176
+28% +$687K ﹤0.01% 3301
2020
Q4 		$2.03M Sell
64,200
-21,867
-25% -$592K ﹤0.01% 3466
2020
Q3 		$1.82M Sell
86,067
-33,267
-28% -$727K ﹤0.01% 3298
2020
Q2 		$2.75M Buy
119,334
+75,271
+171% +$1.54M ﹤0.01% 2893
2020
Q1 		$918K Buy
44,063
+12,817
+41% +$375K ﹤0.01% 3449
2019
Q4 		$1.02M Sell
31,246
-186,755
-86% -$6.96M ﹤0.01% 3846
2019
Q3 		$8.5M Buy
218,001
+182,815
+520% +$7.24M ﹤0.01% 2260
2019
Q2 		$1.54M Sell
35,186
-802
-2% -$31.4K ﹤0.01% 3555
2019
Q1 		$1.35M Sell
35,988
-48,923
-58% -$1.7M ﹤0.01% 3610
2018
Q4 		$2.54M Sell
84,911
-50,384
-37% -$1.81M ﹤0.01% 3116
2018
Q3 		$5.59M Sell
135,295
-40,155
-23% -$1.94M ﹤0.01% 2659
2018
Q2 		$8.45M Buy
175,450
+119,910
+216% +$5.15M ﹤0.01% 2278
2018
Q1 		$2.41M Sell
55,540
-49,090
-47% -$2.19M ﹤0.01% 3132
2017
Q4 		$4.78M Sell
104,630
-14,510
-12% -$692K ﹤0.01% 2718
2017
Q3 		$5.72M Buy
119,140
+109,398
+1,123% +$5.38M ﹤0.01% 2459
2017
Q2 		$553K Buy
9,742
+7,070
+265% +$388K ﹤0.01% 3679
2017
Q1 		$159K Sell
2,672
-10,862
-80% -$622K ﹤0.01% 4165
2016
Q4 		$725K Buy
13,534
+7,397
+121% +$343K ﹤0.01% 3589
2016
Q3 		$274K Sell
6,137
-7,961
-56% -$371K ﹤0.01% 3589
2016
Q2 		$653K Sell
14,098
-23,175
-62% -$1.01M ﹤0.01% 3333
2016
Q1 		$1.64M Buy
37,273
+36,991
+13,117% +$1.47M ﹤0.01% 2804
2015
Q4 		$12K Sell
282
-25,106
-99% -$1.21M ﹤0.01% 4172
2015
Q3 		$1.13M Buy
+25,388
New +$1.33M ﹤0.01% 3043
2014
Q1 		– Sell
-50,953
Closed -$1.83M – 3579
2013
Q4 		$1.83M Sell
50,953
-8,096
-14% -$269K ﹤0.01% 2811
2013
Q3 		$1.75M Buy
59,049
+11,709
+25% +$323K ﹤0.01% 2894
2013
Q2 		$1.14M Buy
+47,340
New +$1.23M ﹤0.01% 3173

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase reduced its Apogee Enterprises (APOG) stake by 33% in Q1 2026, selling an estimated $4.66M and leaving 256,624 shares worth $8.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

JP Morgan Chase first reported a position in APOG in Q2 2013 and has held it in 46 quarters since. The position peaked at $13.9M in Q4 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • JP Morgan Chase held 256,624 shares of Apogee Enterprises worth $8.32M as of Q1 2026.
  • JP Morgan Chase sold 125,697 Apogee Enterprises shares in Q1 2026, an estimated $4.66M.
  • Apogee Enterprises made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2847 holding.
  • JP Morgan Chase first reported a position in Apogee Enterprises in Q2 2013 and has held it in 46 quarters since.
  • JP Morgan Chase's Apogee Enterprises position peaked at $13.9M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

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