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Aspetuck Financial Management’s JPMorgan Chase JPM Stock Holding History

Aspetuck Financial 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
Q1 		$3.35M Buy
11,386
+161
+1% +$48.9K 2.29% 13
2025
Q4 		$3.62M Buy
11,225
+16
+0.1% +$4.95K 2.43% 12
2025
Q3 		$3.54M Hold
11,209
– – 2.42% 12
2025
Q2 		$3.25M Hold
11,209
– – 2.45% 14
2025
Q1 		$2.75M Sell
11,209
-25
-0.2% -$6.37K 2.37% 16
2024
Q4 		$2.69M Buy
+11,234
New +$2.62M 2.1% 18

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

Aspetuck Financial Management's JPM Position: Q1 2026 in Review

Aspetuck Financial Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $48.9K and bringing the position to 11,386 shares worth $3.35M. The position accounts for 2.29% of the portfolio, ranked #13.

Aspetuck Financial Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aspetuck Financial Management held 11,386 shares of JPMorgan Chase worth $3.35M as of Q1 2026.
  • Aspetuck Financial Management bought 161 JPMorgan Chase shares in Q1 2026, an estimated $48.9K.
  • JPMorgan Chase made up 2.29% of Aspetuck Financial Management's portfolio in Q1 2026, its #13 holding.
  • Aspetuck Financial Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Aspetuck Financial Management's JPMorgan Chase position peaked at $3.62M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.