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Aptus Capital Advisors, LLC: JPM position timeline

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

Aptus Capital Advisors, LLC held 301,725 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,725 shares
    Change vs previous 13F +4,383 shares

    0.72% of the 13F portfolio, value $98,763,681.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 297,342 shares
    Change vs previous 13F -15,561 shares

    0.74% of the 13F portfolio, value $87,465,988.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 312,903 shares
    Change vs previous 13F +6,836 shares

    0.86% of the 13F portfolio, value $100,823,617.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 306,067 shares
    Change vs previous 13F -8,273 shares

    0.88% of the 13F portfolio, value $96,542,652.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 314,340 shares
    Change vs previous 13F +12,244 shares

    0.9% of the 13F portfolio, value $91,130,350.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 302,096 shares
    Change vs previous 13F +538 shares

    0.84% of the 13F portfolio, value $74,104,159.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 301,558 shares
    Change vs previous 13F +64,798 shares

    0.86% of the 13F portfolio, value $72,286,363.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 236,760 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $49,923,213.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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