Aspen Investment Management’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 | $5.19M | Sell |
17,898
-29
| -0.2% | -$8.41K | 2.18% | 8 |
|
|
2025
Q1 | $4.4M | Sell |
17,927
-119
| -0.7% | -$29.2K | 2.03% | 8 |
|
|
2024
Q4 | $4.33M | Sell |
18,046
-143
| -0.8% | -$34.3K | 2.01% | 8 |
|
|
2024
Q3 | $3.84M | Buy |
18,189
+49
| +0.3% | +$10.3K | 1.79% | 10 |
|
|
2024
Q2 | $3.67M | Sell |
18,140
-293
| -2% | -$59.3K | 1.83% | 9 |
|
|
2024
Q1 | $3.69M | Sell |
18,433
-83
| -0.4% | -$16.6K | 1.88% | 8 |
|
|
2023
Q4 | $3.15M | Sell |
18,516
-12
| -0.1% | -$2.04K | 1.76% | 12 |
|
|
2023
Q3 | $2.69M | Buy |
18,528
+123
| +0.7% | +$17.8K | 1.63% | 12 |
|
|
2023
Q2 | $2.68M | Sell |
18,405
-31
| -0.2% | -$4.51K | 1.59% | 12 |
|
|
2023
Q1 | $2.4M | Buy |
18,436
+913
| +5% | +$119K | 1.54% | 15 |
|
|
2022
Q4 | $2.35M | Buy |
17,523
+1,723
| +11% | +$231K | 1.54% | 14 |
|
|
2022
Q3 | $1.65M | Sell |
15,800
-305
| -2% | -$31.9K | 1.1% | 26 |
|
|
2022
Q2 | $1.81M | Sell |
16,105
-7,192
| -31% | -$810K | 1.14% | 24 |
|
|
2022
Q1 | $3.18M | Sell |
23,297
-40
| -0.2% | -$5.45K | 1.67% | 13 |
|
|
2021
Q4 | $3.7M | Buy |
23,337
+89
| +0.4% | +$14.1K | 1.82% | 10 |
|
|
2021
Q3 | $3.81M | Buy |
23,248
+625
| +3% | +$102K | 2.01% | 9 |
|
|
2021
Q2 | $3.52M | Sell |
22,623
-67
| -0.3% | -$10.4K | 1.84% | 8 |
|
|
2021
Q1 | $3.45M | Sell |
22,690
-235
| -1% | -$35.8K | 1.93% | 9 |
|
|
2020
Q4 | $2.91M | Buy |
22,925
+1,797
| +9% | +$228K | 1.72% | 14 |
|
|
2020
Q3 | $2.03M | Sell |
21,128
-192
| -0.9% | -$18.5K | 1.36% | 20 |
|
|
2020
Q2 | $2.01M | Buy |
21,320
+5,728
| +37% | +$539K | 1.44% | 18 |
|
|
2020
Q1 | $1.4M | Sell |
15,592
-25
| -0.2% | -$2.25K | 1.22% | 21 |
|
|
2019
Q4 | $2.18M | Sell |
15,617
-71
| -0.5% | -$9.9K | 1.36% | 18 |
|
|
2019
Q3 | $1.85M | Sell |
15,688
-4,192
| -21% | -$493K | 1.23% | 19 |
|
|
2019
Q2 | $2.22M | Buy |
19,880
+300
| +2% | +$33.5K | 1.46% | 14 |
|
|
2019
Q1 | $1.98M | Sell |
19,580
-150
| -0.8% | -$15.2K | 1.38% | 15 |
|
|
2018
Q4 | $1.93M | Buy |
19,730
+3,992
| +25% | +$390K | 1.55% | 14 |
|
|
2018
Q3 | $1.78M | Buy |
15,738
+170
| +1% | +$19.2K | 1.17% | 18 |
|
|
2018
Q2 | $1.62M | Sell |
15,568
-100
| -0.6% | -$10.4K | 1.12% | 20 |
|
|
2018
Q1 | $1.72M | Sell |
15,668
-460
| -3% | -$50.6K | 1.24% | 16 |
|
|
2017
Q4 | $1.73M | Buy |
16,128
+125
| +0.8% | +$13.4K | 1.23% | 17 |
|
|
2017
Q3 | $1.53M | Buy |
16,003
+825
| +5% | +$78.8K | 1.13% | 19 |
|
|
2017
Q2 | $1.39M | Hold |
15,178
| – | – | 1.04% | 24 |
|
|
2017
Q1 | $1.33M | Buy |
15,178
+100
| +0.7% | +$8.78K | 0.99% | 24 |
|
|
2016
Q4 | $1.3M | Hold |
15,078
| – | – | 0.98% | 23 |
|
|
2016
Q3 | $1M | Sell |
15,078
-75
| -0.5% | -$4.99K | 0.8% | 29 |
|
|
2016
Q2 | $942K | Buy |
15,153
+625
| +4% | +$38.9K | 0.78% | 32 |
|
|
2016
Q1 | $860K | Hold |
14,528
| – | – | 0.79% | 33 |
|
|
2015
Q4 | $959K | Sell |
14,528
-150
| -1% | -$9.9K | 0.95% | 29 |
|
|
2015
Q3 | $895K | Sell |
14,678
-570
| -4% | -$34.8K | 0.87% | 32 |
|
|
2015
Q2 | $1.03M | Sell |
15,248
-150
| -1% | -$10.2K | 0.87% | 27 |
|
|
2015
Q1 | $933K | Buy |
15,398
+135
| +0.9% | +$8.18K | 0.75% | 38 |
|
|
2014
Q4 | $955K | Sell |
15,263
-275
| -2% | -$17.2K | 0.8% | 34 |
|
|
2014
Q3 | $936K | Sell |
15,538
-9,040
| -37% | -$545K | 0.78% | 37 |
|
|
2014
Q2 | $1.42M | Sell |
24,578
-490
| -2% | -$28.2K | 0.86% | 37 |
|
|
2014
Q1 | $1.52M | Sell |
25,068
-359
| -1% | -$21.8K | 0.97% | 29 |
|
|
2013
Q4 | $1.49M | Sell |
25,427
-300
| -1% | -$17.5K | 0.99% | 29 |
|
|
2013
Q3 | $1.33M | Hold |
25,727
| – | – | 0.94% | 32 |
|
|
2013
Q2 | $1.36M | Buy |
+25,727
| New | +$1.36M | 0.92% | 30 |
|