Aspen Grove Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
7,705
+2,115
| +38% | +$613K | 0.38% | 41 |
|
|
2025
Q1 | $1.37M | Buy |
5,590
+334
| +6% | +$81.9K | 0.26% | 58 |
|
|
2024
Q4 | $1.26M | Sell |
5,256
-40
| -0.8% | -$9.59K | 0.27% | 56 |
|
|
2024
Q3 | $1.12M | Sell |
5,296
-513
| -9% | -$108K | 0.25% | 59 |
|
|
2024
Q2 | $1.17M | Sell |
5,809
-8
| -0.1% | -$1.62K | 0.28% | 55 |
|
|
2024
Q1 | $1.17M | Buy |
5,817
+195
| +3% | +$39.1K | 0.33% | 52 |
|
|
2023
Q4 | $947K | Buy |
5,622
+171
| +3% | +$28.8K | 0.29% | 59 |
|
|
2023
Q3 | $791K | Sell |
5,451
-7,566
| -58% | -$1.1M | 0.29% | 61 |
|
|
2023
Q2 | $1.89M | Buy |
13,017
+1,166
| +10% | +$170K | 0.61% | 32 |
|
|
2023
Q1 | $1.54M | Buy |
11,851
+51
| +0.4% | +$6.65K | 0.68% | 32 |
|
|
2022
Q4 | $1.58M | Buy |
+11,800
| New | +$1.58M | 0.73% | 30 |
|