Skip to main content
Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Aptus Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
301,725
Value
$98.8M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of JPM by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026301,725$98.8M0.7%+4,383+1.5%AddedHolders
Q1 2026297,342$87.5M0.7%−15,561−5.0%ReducedHolders
Q4 2025312,903$100.8M0.9%+6,836+2.2%AddedHolders
Q3 2025306,067$96.5M0.9%−8,273−2.6%ReducedHolders
Q2 2025314,340$91.1M0.9%+12,244+4.1%AddedHolders
Q1 2025302,096$74.1M0.8%+538+0.2%AddedHolders
Q4 2024301,558$72.3M0.9%+64,798+27.4%AddedHolders
Q3 2024236,760$49.9M0.8%+30,082+14.6%AddedHolders
Q2 2024206,678$41.8M0.8%+27,961+15.6%AddedHolders
Q1 2024178,717$35.8M0.8%+17,168+10.6%AddedHolders
Q4 2023161,549$27.5M0.8%−11,513−6.7%ReducedHolders
Q3 2023173,062$25.1M0.7%+7,255+4.4%AddedHolders
Q2 2023165,807$24.1M0.7%−8,136−4.7%ReducedHolders
Q1 2023173,943$22.7M0.6%+12,005+7.4%AddedHolders
Q4 2022161,938$21.7M0.7%+8,316+5.4%AddedHolders
Q3 2022153,622$16.1M0.5%+15,607+11.3%AddedHolders
Q2 2022138,015$15.5M0.5%+8,829+6.8%AddedHolders
Q1 2022129,186$17.6M0.5%+19,984+18.3%AddedHolders
Q4 2021109,202$17.3M0.6%+12,444+12.9%AddedHolders
Q3 202196,758$15.8M0.6%+11,631+13.7%AddedHolders
Q2 202185,127$13.2M0.6%+11,319+15.3%AddedHolders
Q1 202173,808$11.2M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.