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APUE

4 quarters

Position history for JPMorgan Chase & Co.JPMorgan Chase & Co.'s holdings in TRUST FOR PROFESSIONAL MANAG

Yes. JPMorgan Chase holds 13,363 shares of APUE (Trust for Professional Manag), worth $613,094, as of its Q2 2026 13F filing. It increased the position by 3,272 shares (+32.4%) from Q1 2026. JPMorgan Chase has held APUE since Q3 2025, across 4 quarterly 13F filings.

Current Value

$613,094

Current Shares

13,363

Total Value Change

+$458,782

Total Shares Change

+9,579

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,363
+32.4%
$613,0940.0%$46.20
21
2026-Q1
Increased
10,091
+243.0%
$392,5400.0%$41.75
26
2025-Q4
Decreased
2,942
-22.3%
$122,5930.0%$41.67
0
2025-Q3
New
3,784
-
$154,3120.0%$40.45
34

Other major holders of APUE: Envestnet Asset Management Inc., Envestnet Portfolio Solutions, Inc.

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