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JPM
Showing 8 of 29 quarters

Position history for Aptus Capital Advisors, LLC's holdings in JPMORGAN CHASE & CO

Aptus Capital Advisors, LLC holds 297,342 shares of JPM (JPMORGAN CHASE & CO), worth $87.5M as of 2026-Q1. The position was decreased (-5.0% shares). JPM represents 0.7% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$87.5M

Current Shares

297,342

Total Value Change

+$45.7M

Total Shares Change

+90,664

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
297,342
-5.0%
$87.5M0.7%$300.26
0
2025-Q4
Increased
312,903
+2.2%
$100.8M0.7%$321.97
43
2025-Q3
Decreased
306,067
-2.6%
$96.5M0.7%$312.75
0
2025-Q2
Increased
314,340
+4.0%
$91.1M0.7%$283.07
44
2025-Q1
Increased
302,096
+0.2%
$74.1M0.8%$237.97
42
2024-Q4
Increased
301,558
+27.4%
$72.3M0.8%$233.31
52
2024-Q3
Increased
236,760
+14.6%
$49.9M0.7%$203.96
47
2024-Q2
Increased
206,678
+15.7%
$41.8M0.7%$194.90
47

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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