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Aspen Investment Management’s JPMorgan Chase JPM Stock Holding History

Aspen Investment Management’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 		$6.72M Buy
20,540
+36
+0.2% +$11.2K 1.81% 13
2026
Q1 		$6.03M Sell
20,504
-166
-0.8% -$50.4K 1.85% 11
2025
Q4 		$6.66M Buy
20,670
+2,354
+13% +$729K 2.01% 9
2025
Q3 		$5.78M Buy
18,316
+418
+2% +$124K 2.23% 8
2025
Q2 		$5.19M Sell
17,898
-29
-0.2% -$7.4K 2.18% 8
2025
Q1 		$4.4M Sell
17,927
-119
-0.7% -$30.3K 2.03% 8
2024
Q4 		$4.33M Sell
18,046
-143
-0.8% -$33.3K 2.01% 8
2024
Q3 		$3.83M Buy
18,189
+49
+0.3% +$10.3K 1.79% 10
2024
Q2 		$3.67M Sell
18,140
-293
-2% -$57.3K 1.83% 9
2024
Q1 		$3.69M Sell
18,433
-83
-0.4% -$15K 1.88% 8
2023
Q4 		$3.15M Sell
18,516
-12
-0.1% -$1.82K 1.76% 12
2023
Q3 		$2.69M Buy
18,528
+123
+0.7% +$18.4K 1.63% 12
2023
Q2 		$2.68M Sell
18,405
-31
-0.2% -$4.26K 1.59% 12
2023
Q1 		$2.4M Buy
18,436
+913
+5% +$125K 1.54% 15
2022
Q4 		$2.35M Buy
17,523
+1,723
+11% +$218K 1.54% 14
2022
Q3 		$1.65M Sell
15,800
-305
-2% -$35K 1.1% 26
2022
Q2 		$1.81M Sell
16,105
-7,192
-31% -$891K 1.14% 24
2022
Q1 		$3.18M Sell
23,297
-40
-0.2% -$5.9K 1.67% 13
2021
Q4 		$3.69M Buy
23,337
+89
+0.4% +$14.6K 1.82% 10
2021
Q3 		$3.81M Buy
23,248
+625
+3% +$98K 2.01% 9
2021
Q2 		$3.52M Sell
22,623
-67
-0.3% -$10.5K 1.84% 8
2021
Q1 		$3.45M Sell
22,690
-235
-1% -$33.8K 1.93% 9
2020
Q4 		$2.91M Buy
22,925
+1,797
+9% +$201K 1.72% 14
2020
Q3 		$2.03M Sell
21,128
-192
-0.9% -$18.9K 1.36% 20
2020
Q2 		$2M Buy
21,320
+5,728
+37% +$543K 1.44% 18
2020
Q1 		$1.4M Sell
15,592
-25
-0.2% -$3.04K 1.22% 21
2019
Q4 		$2.18M Sell
15,617
-71
-0.5% -$9.11K 1.36% 18
2019
Q3 		$1.85M Sell
15,688
-4,192
-21% -$474K 1.23% 19
2019
Q2 		$2.22M Buy
19,880
+300
+2% +$33.1K 1.46% 14
2019
Q1 		$1.98M Sell
19,580
-150
-0.8% -$15.5K 1.38% 15
2018
Q4 		$1.93M Buy
19,730
+3,992
+25% +$425K 1.55% 14
2018
Q3 		$1.78M Buy
15,738
+170
+1% +$19.3K 1.17% 18
2018
Q2 		$1.62M Sell
15,568
-100
-0.6% -$11K 1.12% 20
2018
Q1 		$1.72M Sell
15,668
-460
-3% -$52.1K 1.24% 16
2017
Q4 		$1.73M Buy
16,128
+125
+0.8% +$12.7K 1.23% 17
2017
Q3 		$1.53M Buy
16,003
+825
+5% +$76.1K 1.13% 19
2017
Q2 		$1.39M Hold
15,178
– – 1.04% 24
2017
Q1 		$1.33M Buy
15,178
+100
+0.7% +$8.82K 0.99% 24
2016
Q4 		$1.3M Hold
15,078
– – 0.98% 23
2016
Q3 		$1M Sell
15,078
-75
-0.5% -$4.89K 0.8% 29
2016
Q2 		$942K Buy
15,153
+625
+4% +$39K 0.78% 32
2016
Q1 		$860K Hold
14,528
– – 0.79% 33
2015
Q4 		$959K Sell
14,528
-150
-1% -$9.77K 0.95% 29
2015
Q3 		$895K Sell
14,678
-570
-4% -$37.3K 0.87% 32
2015
Q2 		$1.03M Sell
15,248
-150
-1% -$9.79K 0.87% 27
2015
Q1 		$933K Buy
15,398
+135
+0.9% +$8K 0.75% 38
2014
Q4 		$955K Sell
15,263
-275
-2% -$16.5K 0.8% 34
2014
Q3 		$936K Sell
15,538
-9,040
-37% -$528K 0.78% 37
2014
Q2 		$1.42M Sell
24,578
-490
-2% -$27.5K 0.86% 37
2014
Q1 		$1.52M Sell
25,068
-359
-1% -$20.7K 0.97% 29
2013
Q4 		$1.49M Sell
25,427
-300
-1% -$16.4K 0.99% 29
2013
Q3 		$1.33M Hold
25,727
– – 0.94% 32
2013
Q2 		$1.36M Buy
+25,727
New +$1.31M 0.92% 30

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aspen Investment Management's JPM Position: Q2 2026 in Review

Aspen Investment Management increased its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, buying an estimated $11.2K and bringing the position to 20,540 shares worth $6.72M. The position accounts for 1.81% of the portfolio, ranked #13.

Aspen Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,716 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aspen Investment Management held 20,540 shares of JPMorgan Chase worth $6.72M as of Q2 2026.
  • Aspen Investment Management bought 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
  • JPMorgan Chase made up 1.81% of Aspen Investment Management's portfolio in Q2 2026, its #13 holding.
  • Aspen Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,716 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.