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Aspen Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Aspen Wealth Strategies’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 		$2.62M Sell
8,013
-42
-0.5% -$13K 1.27% 19
2026
Q1 		$2.37M Sell
8,055
-111
-1% -$33.7K 1.26% 19
2025
Q4 		$2.63M Sell
8,166
-6
-0.1% -$1.86K 1.44% 17
2025
Q3 		$2.58M Buy
8,172
+136
+2% +$40.4K 1.43% 14
2025
Q2 		$2.33M Buy
8,036
+562
+8% +$143K 1.4% 14
2025
Q1 		$1.83M Sell
7,474
-347
-4% -$88.5K 1.2% 16
2024
Q4 		$1.87M Sell
7,821
-29
-0.4% -$6.75K 1.2% 14
2024
Q3 		$1.66M Sell
7,850
-405
-5% -$85.3K 1.07% 14
2024
Q2 		$1.79M Sell
8,255
-50
-0.6% -$9.78K 1.24% 13
2024
Q1 		$1.66M Sell
8,305
-1,493
-15% -$269K 1.15% 15
2023
Q4 		$1.67M Sell
9,798
-24
-0.2% -$3.64K 1.21% 16
2023
Q3 		$1.42M Buy
9,822
+172
+2% +$25.8K 1.11% 16
2023
Q2 		$1.4M Buy
9,650
+448
+5% +$61.6K 1.07% 14
2023
Q1 		$1.2M Sell
9,202
-102
-1% -$14K 0.93% 17
2022
Q4 		$1.25M Buy
+9,304
New +$1.18M 1% 15

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 $3.37T AUM 44.26% 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 Wealth Strategies's JPM Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, selling an estimated $13K and leaving 8,013 shares worth $2.62M. The position accounts for 1.27% of the portfolio, ranked #19.

Aspen Wealth Strategies first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.63M in Q4 2025. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aspen Wealth Strategies held 8,013 shares of JPMorgan Chase worth $2.62M as of Q2 2026.
  • Aspen Wealth Strategies sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 1.27% of Aspen Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • Aspen Wealth Strategies first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's JPMorgan Chase position peaked at $2.63M in Q4 2025.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.