How many shares of JPM does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 301,725 shares of JPM (JPMORGAN CHASE & CO).

What is Aptus Capital Advisors, LLC's JPM position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's JPM position is worth $98.8M.

Is Aptus Capital Advisors, LLC buying or selling JPM?

In 2026-Q2, Aptus Capital Advisors, LLC increased their JPM position (+1.5% change in shares).

When did Aptus Capital Advisors, LLC first buy JPM?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in JPM in 2019-Q1. They have held the position across 30 quarters.

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Aptus Capital Advisors, LLC

JPM
30 quarters

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%	$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
2024-Q1	Increased	178,717	+10.6%	$35.8M	0.7%	$191.89	45
2023-Q4	Decreased	161,549	-6.7%	$27.5M	0.8%	$161.96	0
2023-Q3	Increased	173,062	+4.4%	$25.1M	0.7%	$137.07	42
2023-Q2	Decreased	165,807	-4.7%	$24.1M	0.6%	$134.64	0
2023-Q1	Increased	173,943	+7.4%	$22.7M	0.6%	$119.92	43
2022-Q4	Increased	161,938	+5.4%	$21.7M	0.7%	$123.99	42
2022-Q3	Increased	153,622	+11.3%	$16.1M	0.4%	$97.28	38
2022-Q2	Increased	138,015	+6.8%	$15.5M	0.4%	$104.73	36
2022-Q1	Increased	129,186	+18.3%	$17.6M	0.4%	$126.72	40
2021-Q4	Increased	109,202	+12.9%	$17.3M	0.5%	$142.04	45
2021-Q3	Increased	96,758	+13.7%	$15.8M	0.4%	$147.85	38
2021-Q2	Increased	85,127	+15.3%	$13.2M	0.4%	$136.54	38
2021-Q1	Decreased	73,808	-70.5%	$11.2M	0.4%	$136.04	0
2020-Q4	Increased	250,508	+290.4%	$12M	0.6%	$109.61	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%	$79.79	34
2020-Q1	Increased	56,331	+5.3%	$5.1M	0.4%	$79.39	34
2019-Q4	Increased	53,499	+51.0%	$7.5M	0.5%	$116.96	54
2019-Q3	Increased	35,421	+183.6%	$4.2M	0.2%	$98.53	52
2019-Q2	Decreased	12,492	-0.8%	$1.4M	0.2%	$92.92	0
2019-Q1	New	12,587	-	$1.3M	0.2%	$83.49	42

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

JPM30 quarters

JPM
30 quarters