JP Morgan Private Wealth Advisors’s Apollo Global Management APO Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$2.76M	Buy	30,752 +7,890	+35%	+$663K	0.01%	642
2023 Q2	$1.76M	Sell	22,862 -32,113	-58%	-$2.15M	0.01%	611
2023 Q1	$3.47M	Buy	54,975 +5,175	+10%	+$347K	0.01%	693
2022 Q4	$3.18M	Buy	49,800 +7,161	+17%	+$425K	0.01%	701
2022 Q3	$1.98M	Sell	42,639 -345,478	-89%	-$19M	0.01%	840
2022 Q2	$18.8M	Sell	388,117 -1,029,264	-73%	-$56M	0.05%	291
2022 Q1	$87.9M	Buy	+1,417,381	New	+$93.2M	0.19%	127
2021 Q4	–	Sell	-1,341,300	Closed	-$82.6M	–	1988
2021 Q3	$82.6M	Buy	1,341,300 +60,409	+5%	+$3.63M	0.2%	121
2021 Q2	$79.7M	Buy	1,280,891 +531,638	+71%	+$29.5M	0.21%	119
2021 Q1	$35.2M	Sell	749,253 -139,781	-16%	-$6.8M	0.11%	188
2020 Q4	$43.5M	Buy	889,034 +293,080	+49%	+$13.1M	0.14%	154
2020 Q3	$26.7M	Buy	595,954 +317,479	+114%	+$15.3M	0.1%	182
2020 Q2	$13.9M	Sell	278,475 -50,681	-15%	-$2.22M	0.06%	241
2020 Q1	$11M	Sell	329,156 -65,150	-17%	-$2.8M	0.06%	250
2019 Q4	$18.8M	Buy	394,306 +73,749	+23%	+$3.15M	0.09%	205
2019 Q3	$12.1M	Buy	320,557 +18,654	+6%	+$679K	0.06%	258
2019 Q2	$10.4M	Sell	301,903 -994	-0.3%	-$31.6K	0.06%	276
2019 Q1	$8.56M	Buy	302,897 +29,127	+11%	+$828K	0.04%	304
2018 Q4	$6.72M	Sell	273,770 -16,896	-6%	-$485K	0.04%	316
2018 Q3	$10M	Buy	290,666 +98,592	+51%	+$3.44M	0.05%	300
2018 Q2	$6.12M	Buy	+192,074	New	+$5.87M	0.03%	357

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's APO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Apollo Global Management (APO) stake by 35% in Q3 2023, buying an estimated $663K and bringing the position to 30,752 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #642.

JP Morgan Private Wealth Advisors first reported a position in APO in Q2 2018 and has held it in 21 quarters since. The position peaked at $87.9M in Q1 2022. 758 funds tracked by Wall St. Rank hold APO as of Q3 2023.

JP Morgan Private Wealth Advisors held 30,752 shares of Apollo Global Management worth $2.76M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 7,890 Apollo Global Management shares in Q3 2023, an estimated $663K.
Apollo Global Management made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #642 holding.
JP Morgan Private Wealth Advisors first reported a position in Apollo Global Management in Q2 2018 and has held it in 21 quarters since.
JP Morgan Private Wealth Advisors's Apollo Global Management position peaked at $87.9M in Q1 2022.
758 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.