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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aspen Wealth Strategies's JPM Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $33.7K and leaving 8,055 shares worth $2.37M. The position accounts for 1.26% of the portfolio, ranked #19.

Aspen Wealth Strategies first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aspen Wealth Strategies held 8,055 shares of JPMorgan Chase worth $2.37M as of Q1 2026.
  • Aspen Wealth Strategies sold 111 JPMorgan Chase shares in Q1 2026, an estimated $33.7K.
  • JPMorgan Chase made up 1.26% of Aspen Wealth Strategies's portfolio in Q1 2026, its #19 holding.
  • Aspen Wealth Strategies first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's JPMorgan Chase position peaked at $2.63M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.