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Disclosery

Apella Capital, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on JPM, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 44,875 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,875 shares
    Change vs previous 13F +7,462 shares

    0.19% of the 13F portfolio, value $14,790,057.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,413 shares
    Change vs previous 13F -357 shares

    0.18% of the 13F portfolio, value $12,691,125.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 37,770 shares
    Change vs previous 13F +15,590 shares

    0.17% of the 13F portfolio, value $11,719,680.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 22,180 shares
    Change vs previous 13F -909 shares

    0.14% of the 13F portfolio, value $7,146,977.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 23,089 shares
    Change vs previous 13F +805 shares

    0.15% of the 13F portfolio, value $6,893,000.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 22,284 shares
    Change vs previous 13F +9,588 shares

    0.18% of the 13F portfolio, value $6,506,285.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,696 shares
    Change vs previous 13F +3,089 shares

    0.1% of the 13F portfolio, value $2,975,141.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 9,607 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,303,012.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).