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Aspire Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Aspire Capital Advisors’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 		– Sell
-668
Closed -$215K – 131
2025
Q4 		$215K Sell
668
-72
-10% -$22.3K 0.05% 113
2025
Q3 		$233K Buy
+740
New +$220K 0.06% 101

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

Aspire Capital Advisors's JPM Position: Q1 2026 in Review

Aspire Capital Advisors sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 668 shares — an estimated $215K sold.

Aspire Capital Advisors first reported a position in JPM in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aspire Capital Advisors reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Aspire Capital Advisors sold 668 JPMorgan Chase shares in Q1 2026, an estimated $215K.
  • Aspire Capital Advisors first reported a position in JPMorgan Chase in Q3 2025 and held it in 2 quarters.
  • Aspire Capital Advisors's JPMorgan Chase position peaked at $233K in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.