JP Morgan Chase’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.8M | Buy |
108,078
+27,421
| +34% | +$5.2M | ﹤0.01% | 2217 |
|
|
2025
Q4 | $18.8M | Buy |
80,657
+26,314
| +48% | +$6.25M | ﹤0.01% | 2121 |
|
|
2025
Q3 | $15M | Buy |
54,343
+5,348
| +11% | +$1.44M | ﹤0.01% | 2342 |
|
|
2025
Q2 | $11.3M | Sell |
48,995
-774
| -2% | -$169K | ﹤0.01% | 2445 |
|
|
2025
Q1 | $10.9M | Sell |
49,769
-31,140
| -38% | -$7.14M | ﹤0.01% | 2462 |
|
|
2024
Q4 | $20M | Sell |
80,909
-80,369
| -50% | -$18.8M | ﹤0.01% | 2045 |
|
|
2024
Q3 | $38M | Buy |
161,278
+5,077
| +3% | +$1.19M | ﹤0.01% | 1505 |
|
|
2024
Q2 | $38.2M | Sell |
156,201
-10,745
| -6% | -$2.5M | ﹤0.01% | 1395 |
|
|
2024
Q1 | $41.2M | Buy |
166,946
+58,999
| +55% | +$12.7M | ﹤0.01% | 1404 |
|
|
2023
Q4 | $18.7M | Buy |
107,947
+74,435
| +222% | +$13.9M | ﹤0.01% | 1917 |
|
|
2023
Q3 | $6.12M | Sell |
33,512
-15,692
| -32% | -$2.85M | ﹤0.01% | 2685 |
|
|
2023
Q2 | $8.47M | Buy |
49,204
+20,372
| +71% | +$2.97M | ﹤0.01% | 2431 |
|
|
2023
Q1 | $3.59M | Buy |
28,832
+6,193
| +27% | +$747K | ﹤0.01% | 3076 |
|
|
2022
Q4 | $2.38M | Buy |
22,639
+2,732
| +14% | +$304K | ﹤0.01% | 3424 |
|
|
2022
Q3 | $2.08M | Buy |
19,907
+266
| +1% | +$27.1K | ﹤0.01% | 3425 |
|
|
2022
Q2 | $1.78M | Buy |
19,641
+3,682
| +23% | +$371K | ﹤0.01% | 3642 |
|
|
2022
Q1 | $1.81M | Sell |
15,959
-50,973
| -76% | -$5.87M | ﹤0.01% | 3837 |
|
|
2021
Q4 | $8.1M | Sell |
66,932
-20,648
| -24% | -$2.62M | ﹤0.01% | 2643 |
|
|
2021
Q3 | $10.5M | Buy |
87,580
+1,215
| +1% | +$158K | ﹤0.01% | 2339 |
|
|
2021
Q2 | $12.2M | Buy |
86,365
+68,173
| +375% | +$9.47M | ﹤0.01% | 2261 |
|
|
2021
Q1 | $2.57M | Sell |
18,192
-27,816
| -60% | -$4.32M | ﹤0.01% | 3506 |
|
|
2020
Q4 | $8.28M | Buy |
46,008
+37,068
| +415% | +$5.93M | ﹤0.01% | 2364 |
|
|
2020
Q3 | $1.25M | Sell |
8,940
-177
| -2% | -$27.3K | ﹤0.01% | 3519 |
|
|
2020
Q2 | $1.48M | Sell |
9,117
-32,939
| -78% | -$4.31M | ﹤0.01% | 3294 |
|
|
2020
Q1 | $4.67M | Buy |
42,056
+17,523
| +71% | +$2.09M | ﹤0.01% | 2321 |
|
|
2019
Q4 | $2.7M | Buy |
24,533
+16,786
| +217% | +$1.71M | ﹤0.01% | 3154 |
|
|
2019
Q3 | $737K | Sell |
7,747
-7,770
| -50% | -$773K | ﹤0.01% | 4000 |
|
|
2019
Q2 | $1.56M | Sell |
15,517
-1,957
| -11% | -$185K | ﹤0.01% | 3548 |
|
|
2019
Q1 | $1.39M | Buy |
17,474
+12,579
| +257% | +$841K | ﹤0.01% | 3586 |
|
|
2018
Q4 | $290K | Sell |
4,895
-12,547
| -72% | -$762K | ﹤0.01% | 4413 |
|
|
2018
Q3 | $1.37M | Buy |
17,442
+14,445
| +482% | +$1.09M | ﹤0.01% | 3715 |
|
|
2018
Q2 | $183K | Sell |
2,997
-6,526
| -69% | -$356K | ﹤0.01% | 4593 |
|
|
2018
Q1 | $389K | Sell |
9,523
-37,153
| -80% | -$1.55M | ﹤0.01% | 4123 |
|
|
2017
Q4 | $1.94M | Buy |
46,676
+6,597
| +16% | +$296K | ﹤0.01% | 3349 |
|
|
2017
Q3 | $1.89M | Buy |
+40,079
| New | +$1.58M | ﹤0.01% | 3189 |
|
|
2017
Q1 | – | Sell |
-323
| Closed | -$8K | – | 5029 |
|
|
2016
Q4 | $8K | Buy |
+323
| New | +$6.72K | ﹤0.01% | 4820 |
|
|
2016
Q3 | – | Sell |
-446
| Closed | -$6K | – | 4520 |
|
|
2016
Q2 | $6K | Buy |
+446
| New | +$5.96K | ﹤0.01% | 4420 |
|
|
2015
Q3 | – | Sell |
-99,200
| Closed | -$1.4M | – | 3910 |
|
|
2015
Q2 | $1.4M | Buy |
+99,200
| New | +$1.38M | ﹤0.01% | 3106 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
