JP Morgan Chase’s Applovin APP Stock Holding History

JP Morgan Chase’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.96M	Sell	21,400 -16,400	-43%	-$7.93M	﹤0.01%	2888
2025 Q4	$25.5M	Sell	37,800 -34,000	-47%	-$21.4M	﹤0.01%	1863
2025 Q3	$51.6M	Buy	71,800 +23,800	+50%	+$11M	﹤0.01%	1395
2025 Q2	$16.8M	Sell	48,000 -542,800	-92%	-$176M	﹤0.01%	2088
2025 Q1	$157M	Buy	590,800 +583,600	+8,106%	+$201M	0.01%	756
2024 Q4	$2.33M	Sell	7,200 -10,500	-59%	-$2.66M	﹤0.01%	4028
2024 Q3	$2.31M	Sell	17,700 -182,300	-91%	-$16.6M	﹤0.01%	3885
2024 Q2	$16.6M	Buy	200,000 +108,800	+119%	+$8.44M	﹤0.01%	2008
2024 Q1	$6.31M	Buy	+91,200	New	+$4.83M	﹤0.01%	2890
2021 Q3	–	Sell	-55,000	Closed	-$4.13M	–	6460
2021 Q2	$4.13M	Buy	+55,000	New	+$3.8M	﹤0.01%	3222

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase reduced its Applovin (APP) stake by 42% in Q1 2026, selling an estimated $1.42B and leaving 4,107,944 shares worth $1.53B. The position accounts for 0.1% of the portfolio, ranked #202.

JP Morgan Chase first reported a position in APP in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.52B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

JP Morgan Chase held 4,107,944 shares of Applovin worth $1.53B as of Q1 2026.
JP Morgan Chase sold 2,945,067 Applovin shares in Q1 2026, an estimated $1.42B.
Applovin made up 0.1% of JP Morgan Chase's portfolio in Q1 2026, its #202 holding.
JP Morgan Chase first reported a position in Applovin in Q2 2021 and has held it in 20 quarters since.
JP Morgan Chase's Applovin position peaked at $5.52B in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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