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	$25.5M	Sell	68,400 -737,200	-92%	-$356M	﹤0.01%	1884
2025 Q4	$543M	Buy	805,600 +248,700	+45%	+$157M	0.03%	378
2025 Q3	$400M	Buy	556,900 +494,800	+797%	+$228M	0.02%	471
2025 Q2	$21.7M	Sell	62,100 -670,800	-92%	-$217M	﹤0.01%	1897
2025 Q1	$194M	Buy	732,900 +625,200	+581%	+$215M	0.01%	684
2024 Q4	$34.9M	Sell	107,700 -52,300	-33%	-$13.2M	﹤0.01%	1553
2024 Q3	$20.9M	Sell	160,000 -25,000	-14%	-$2.28M	﹤0.01%	1956
2024 Q2	$15.4M	Sell	185,000 -70,900	-28%	-$5.5M	﹤0.01%	2079
2024 Q1	$17.7M	Buy	255,900 +201,700	+372%	+$10.7M	﹤0.01%	1986
2023 Q4	$2.16M	Buy	+54,200	New	+$2.12M	﹤0.01%	3790
2022 Q1	–	Sell	-2,600	Closed	-$245K	–	6565
2021 Q4	$245K	Sell	2,600 -2,900	-53%	-$270K	﹤0.01%	5233
2021 Q3	$398K	Sell	5,500 -49,500	-90%	-$3.37M	﹤0.01%	4857
2021 Q2	$4.13M	Buy	+55,000	New	+$3.8M	﹤0.01%	3223

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.