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Aspire Growth Partners’s JPMorgan Chase JPM Stock Holding History

Aspire Growth Partners’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 		$3.17M Buy
10,773
+533
+5% +$162K 2.17% 8
2025
Q4 		$3.3M Buy
10,240
+322
+3% +$99.7K 2.3% 8
2025
Q3 		$3.13M Buy
9,918
+68
+0.7% +$20.2K 2.29% 9
2025
Q2 		$2.86M Sell
9,850
-72
-0.7% -$18.4K 2.34% 9
2025
Q1 		$2.47M Sell
9,922
-45
-0.5% -$11.5K 2.19% 9
2024
Q4 		$2.41M Buy
+9,967
New +$2.32M 2.36% 7

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 Growth Partners's JPM Position: Q1 2026 in Review

Aspire Growth Partners increased its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, buying an estimated $162K and bringing the position to 10,773 shares worth $3.17M. The position accounts for 2.17% of the portfolio, ranked #8.

Aspire Growth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.3M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aspire Growth Partners held 10,773 shares of JPMorgan Chase worth $3.17M as of Q1 2026.
  • Aspire Growth Partners bought 533 JPMorgan Chase shares in Q1 2026, an estimated $162K.
  • JPMorgan Chase made up 2.17% of Aspire Growth Partners's portfolio in Q1 2026, its #8 holding.
  • Aspire Growth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Aspire Growth Partners's JPMorgan Chase position peaked at $3.3M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.