Does Aptus Capital Advisors own JPM stock?

Yes. As of its Q2 2026 13F, Aptus Capital Advisors holds 301,725 shares of JPM (JPMorgan Chase), worth $98.8M.

How many shares of JPM does Aptus Capital Advisors own?

As of its Q2 2026 13F, Aptus Capital Advisors holds 301,725 shares of JPM (JPMorgan Chase).

As of its Q2 2026 13F, Aptus Capital Advisors' JPM position is worth $98.8M.

In Q2 2026, Aptus Capital Advisors increased its JPM position by 4,383 shares (+1.5%).

Aptus Capital Advisors already held JPM in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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

Current Value

$98.8M

Current Shares

301,725

Total Value Change

+$97.5M

Total Shares Change

+289,138

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	301,725	+1.5%	$98.8M	0.7%	$325.86	43
2026-Q1	Decreased	297,342	-5.0%	$87.5M	0.7%	$291.35	0
2025-Q4	Increased	312,903	+2.2%	$100.8M	0.7%	$317.71	43
2025-Q3	Decreased	306,067	-2.6%	$96.5M	0.7%	$309.51	0
2025-Q2	Increased	314,340	+4.0%	$91.1M	0.7%	$283.10	44
2025-Q1	Increased	302,096	+0.2%	$74.1M	0.8%	$238.07	42
2024-Q4	Increased	301,558	+27.4%	$72.3M	0.8%	$231.45	52
2024-Q3	Increased	236,760	+14.6%	$49.9M	0.7%	$202.36	47
2024-Q2	Increased	206,678	+15.7%	$41.8M	0.7%	$193.03	47
2024-Q1	Increased	178,717	+10.6%	$35.8M	0.7%	$190.06	45
2023-Q4	Decreased	161,549	-6.7%	$27.5M	0.8%	$160.41	0
2023-Q3	Increased	173,062	+4.4%	$25.1M	0.7%	$135.76	42
2023-Q2	Decreased	165,807	-4.7%	$24.1M	0.6%	$135.22	0
2023-Q1	Increased	173,943	+7.4%	$22.7M	0.6%	$120.21	43
2022-Q4	Increased	161,938	+5.4%	$21.7M	0.7%	$122.80	42
2022-Q3	Increased	153,622	+11.3%	$16.1M	0.4%	$94.85	38
2022-Q2	Increased	138,015	+6.8%	$15.5M	0.4%	$101.31	36
2022-Q1	Increased	129,186	+18.3%	$17.6M	0.4%	$121.74	40
2021-Q4	Increased	109,202	+12.9%	$17.3M	0.5%	$140.57	45
2021-Q3	Increased	96,758	+13.7%	$15.8M	0.4%	$144.44	38
2021-Q2	Increased	85,127	+15.3%	$13.2M	0.4%	$136.46	38
2021-Q1	Decreased	73,808	-70.5%	$11.2M	0.4%	$132.78	0
2020-Q4	Increased	250,508	+290.4%	$12M	0.6%	$110.04	63
2020-Q3	Increased	64,168	+9.3%	$6.2M	0.3%	$82.60	36
2020-Q2	Increased	58,716	+4.2%	$5.5M	0.3%	$79.93	34
2020-Q1	Increased	56,331	+5.3%	$5.1M	0.4%	$75.71	34
2019-Q4	Increased	53,499	+51.0%	$7.5M	0.5%	$116.49	54
2019-Q3	Increased	35,421	+183.6%	$4.2M	0.2%	$97.56	52
2019-Q2	Decreased	12,492	-0.8%	$1.4M	0.2%	$92.03	0
2019-Q1	First report	12,587	-	$1.3M	0.2%	$82.70	0