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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 297,342 |
-5.0% |
| $87.5M |
| 0.7% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 312,903 | +2.2% | $100.8M | 0.7% | $321.97 | 43 |
| 2025-Q3 | Decreased | 306,067 | -2.6% | $96.5M | 0.7% | $312.75 | 0 |
| 2025-Q2 | Increased | 314,340 | +4.0% | $91.1M | 0.7% | $283.07 | 44 |
| 2025-Q1 | Increased | 302,096 | +0.2% | $74.1M | 0.8% | $237.97 | 42 |
| 2024-Q4 | Increased | 301,558 | +27.4% | $72.3M | 0.8% | $233.31 | 52 |
| 2024-Q3 | Increased | 236,760 | +14.6% | $49.9M | 0.7% | $203.96 | 47 |
| 2024-Q2 | Increased | 206,678 | +15.7% | $41.8M | 0.7% | $194.90 | 47 |