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Apollon Wealth Management, LLC: JPM position timeline

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

Apollon Wealth Management, LLC held 235,796 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,796 shares
    Change vs previous 13F +2,284 shares

    0.85% of the 13F portfolio, value $77,183,056.

    13F-HR 0001764387-26-000004 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 221,179 shares
    • Apollon Financial, LLC: 14,617 shares

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

  2. period ended2026-03-31
    13F 233,512 shares
    Change vs previous 13F +22,080 shares

    1% of the 13F portfolio, value $68,689,698.

    13F-HR 0001764387-26-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 219,080 shares
    • Apollon Financial, LLC: 14,432 shares

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

  3. period ended2025-12-31
    13F 211,432 shares
    Change vs previous 13F +5,609 shares

    1.05% of the 13F portfolio, value $68,127,477.

    13F-HR 0001764387-26-000001 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 200,179 shares
    • Apollon Financial, LLC: 11,253 shares

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

  4. period ended2025-09-30
    13F 205,823 shares
    Change vs previous 13F +14,976 shares

    1.04% of the 13F portfolio, value $64,922,726.

    13F-HR 0001764387-25-000008 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 196,292 shares
    • Apollon Financial, LLC: 9,531 shares

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

  5. period ended2025-06-30
    13F 190,847 shares
    Change vs previous 13F +7,789 shares

    1% of the 13F portfolio, value $55,328,453.

    13F-HR 0001764387-25-000005 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 182,740 shares
    • Apollon Financial, LLC: 8,107 shares

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

  6. period ended2025-03-31
    13F 183,058 shares
    Change vs previous 13F +35,148 shares

    0.9% of the 13F portfolio, value $44,904,185.

    13F-HR 0001764387-25-000003 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 175,076 shares
    • Apollon Financial, LLC: 7,982 shares

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

  7. period ended2024-12-31
    13F 147,910 shares
    Change vs previous 13F +19,493 shares

    0.75% of the 13F portfolio, value $35,455,516.

    13F-HR 0002011195-25-000002 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 140,817 shares
    • Apollon Financial, LLC: 7,093 shares

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

  8. period ended2024-09-30
    13F 128,417 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $27,078,148.

    13F-HR 0001764387-24-000010 filed by Apollon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Apollon Wealth Management, LLC: 123,511 shares
    • Apollon Financial, LLC: 4,906 shares

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