Aspen Capital Management’s JPMorgan Chase JPM Stock Holding History

Aspen Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	4,243 +71	+2%	+$22K	0.31%	33
2026 Q1	$1.23M	Sell	4,172 -610	-13%	-$185K	0.3%	32
2025 Q4	$1.54M	Buy	4,782 +136	+3%	+$42.1K	0.38%	27
2025 Q3	$1.47M	Buy	4,646 +330	+8%	+$98.1K	0.37%	26
2025 Q2	$1.25M	Buy	4,316 +36	+0.8%	+$9.19K	0.35%	30
2025 Q1	$1.05M	Buy	+4,280	New	+$1.09M	0.34%	31

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aspen Capital Management's JPM Position: Q2 2026 in Review

Aspen Capital Management increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $22K and bringing the position to 4,243 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #33.

Aspen Capital Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Aspen Capital Management held 4,243 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
Aspen Capital Management bought 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
JPMorgan Chase made up 0.31% of Aspen Capital Management's portfolio in Q2 2026, its #33 holding.
Aspen Capital Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
Aspen Capital Management's JPMorgan Chase position peaked at $1.54M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.