Aspen Grove Capital’s JPMorgan Chase JPM Stock Holding History

Aspen Grove Capital’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 Q1	$1.96M	Buy	6,668 +19	+0.3%	+$5.77K	0.38%	41
2025 Q4	$2.14M	Sell	6,649 -90	-1%	-$27.9K	0.37%	42
2025 Q3	$2.13M	Sell	6,739 -966	-13%	-$287K	0.36%	41
2025 Q2	$2.23M	Buy	7,705 +2,115	+38%	+$540K	0.38%	41
2025 Q1	$1.37M	Buy	5,590 +334	+6%	+$85.2K	0.26%	58
2024 Q4	$1.26M	Sell	5,256 -40	-0.8%	-$9.32K	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%	-$1.56K	0.28%	55
2024 Q1	$1.17M	Buy	5,817 +195	+3%	+$35.2K	0.33%	52
2023 Q4	$947K	Buy	5,622 +171	+3%	+$25.9K	0.29%	59
2023 Q3	$791K	Sell	5,451 -7,566	-58%	-$1.13M	0.29%	61
2023 Q2	$1.89M	Buy	13,017 +1,166	+10%	+$160K	0.61%	32
2023 Q1	$1.54M	Buy	11,851 +51	+0.4%	+$6.99K	0.68%	32
2022 Q4	$1.58M	Buy	+11,800	New	+$1.5M	0.73%	30

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aspen Grove Capital's JPM Position: Q1 2026 in Review

Aspen Grove Capital increased its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, buying an estimated $5.77K and bringing the position to 6,668 shares worth $1.96M. The position accounts for 0.38% of the portfolio, ranked #41.

Aspen Grove Capital first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.23M in Q2 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Aspen Grove Capital held 6,668 shares of JPMorgan Chase worth $1.96M as of Q1 2026.
Aspen Grove Capital bought 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
JPMorgan Chase made up 0.38% of Aspen Grove Capital's portfolio in Q1 2026, its #41 holding.
Aspen Grove Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Aspen Grove Capital's JPMorgan Chase position peaked at $2.23M in Q2 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.