Aspen Grove Capital’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
2025
Q1
$1.37M Buy
2024
Q4
$1.26M Sell
2024
Q3
$1.12M Sell
2024
Q2
$1.17M Sell
2024
Q1
$1.17M Buy
2023
Q4
$947K Buy
2023
Q3
$791K Sell
2023
Q2
$1.89M Buy
2023
Q1
$1.54M Buy
2022
Q4
$1.58M Buy