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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
Q2 		$2.18M Buy
6,670
+2
+0% +$621 0.31% 43
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Aspen Grove Capital increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $621 and bringing the position to 6,670 shares worth $2.18M. The position accounts for 0.31% of the portfolio, ranked #43.

Aspen Grove Capital first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aspen Grove Capital held 6,670 shares of JPMorgan Chase worth $2.18M as of Q2 2026.
  • Aspen Grove Capital bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.31% of Aspen Grove Capital's portfolio in Q2 2026, its #43 holding.
  • Aspen Grove Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Aspen Grove Capital's JPMorgan Chase position peaked at $2.23M in Q2 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.