Aspiriant LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
24,330
-1,923
| -7% | -$558K | 0.22% | 52 |
|
|
2025
Q1 | $6.44M | Sell |
26,253
-1,002
| -4% | -$246K | 0.22% | 49 |
|
|
2024
Q4 | $6.53M | Buy |
27,255
+2,039
| +8% | +$489K | 0.24% | 50 |
|
|
2024
Q3 | $5.32M | Buy |
25,216
+642
| +3% | +$135K | 0.2% | 53 |
|
|
2024
Q2 | $4.97M | Sell |
24,574
-5,154
| -17% | -$1.04M | 0.2% | 55 |
|
|
2024
Q1 | $5.95M | Buy |
29,728
+320
| +1% | +$64.1K | 0.25% | 52 |
|
|
2023
Q4 | $5M | Buy |
29,408
+789
| +3% | +$134K | 0.23% | 53 |
|
|
2023
Q3 | $4.15M | Buy |
28,619
+2,173
| +8% | +$315K | 0.21% | 58 |
|
|
2023
Q2 | $3.85M | Buy |
26,446
+180
| +0.7% | +$26.2K | 0.19% | 58 |
|
|
2023
Q1 | $3.42M | Buy |
26,266
+54
| +0.2% | +$7.04K | 0.18% | 63 |
|
|
2022
Q4 | $3.52M | Buy |
26,212
+1,096
| +4% | +$147K | 0.18% | 62 |
|
|
2022
Q3 | $2.63M | Buy |
25,116
+980
| +4% | +$102K | 0.13% | 68 |
|
|
2022
Q2 | $2.72M | Buy |
24,136
+975
| +4% | +$110K | 0.13% | 69 |
|
|
2022
Q1 | $3.16M | Sell |
23,161
-1,558
| -6% | -$212K | 0.17% | 65 |
|
|
2021
Q4 | $3.92M | Buy |
24,719
+722
| +3% | +$114K | 0.21% | 57 |
|
|
2021
Q3 | $3.93M | Sell |
23,997
-204
| -0.8% | -$33.4K | 0.23% | 51 |
|
|
2021
Q2 | $3.76M | Buy |
24,201
+1,592
| +7% | +$248K | 0.21% | 50 |
|
|
2021
Q1 | $3.44M | Sell |
22,609
-561
| -2% | -$85.4K | 0.22% | 44 |
|
|
2020
Q4 | $2.95M | Sell |
23,170
-38,030
| -62% | -$4.85M | 0.2% | 50 |
|
|
2020
Q3 | $5.89M | Buy |
61,200
+38,510
| +170% | +$3.71M | 0.46% | 31 |
|
|
2020
Q2 | $2.14M | Sell |
22,690
-1,818
| -7% | -$171K | 0.2% | 52 |
|
|
2020
Q1 | $2.21M | Sell |
24,508
-210
| -0.8% | -$18.9K | 0.22% | 46 |
|
|
2019
Q4 | $3.45M | Sell |
24,718
-373
| -1% | -$52K | 0.32% | 39 |
|
|
2019
Q3 | $2.94M | Sell |
25,091
-3,664
| -13% | -$430K | 0.26% | 57 |
|
|
2019
Q2 | $3.22M | Sell |
28,755
-1,865
| -6% | -$209K | 0.27% | 55 |
|
|
2019
Q1 | $3.1M | Sell |
30,620
-2,552
| -8% | -$259K | 0.25% | 59 |
|
|
2018
Q4 | $3.23M | Buy |
33,172
+894
| +3% | +$87.1K | 0.25% | 58 |
|
|
2018
Q3 | $3.64M | Sell |
32,278
-1,416
| -4% | -$160K | 0.31% | 53 |
|
|
2018
Q2 | $3.51M | Sell |
33,694
-2,968
| -8% | -$309K | 0.3% | 55 |
|
|
2018
Q1 | $4.03M | Buy |
36,662
+33,503
| +1,061% | +$3.68M | 0.35% | 49 |
|
|
2017
Q4 | $338K | Sell |
3,159
-40,171
| -93% | -$4.3M | 0.1% | 59 |
|
|
2017
Q3 | $4.14M | Sell |
43,330
-13,093
| -23% | -$1.25M | 0.35% | 46 |
|
|
2017
Q2 | $5.16M | Sell |
56,423
-3,897
| -6% | -$356K | 0.45% | 40 |
|
|
2017
Q1 | $5.3M | Sell |
60,320
-8,427
| -12% | -$740K | 0.45% | 40 |
|
|
2016
Q4 | $5.93M | Buy |
68,747
+130
| +0.2% | +$11.2K | 0.54% | 29 |
|
|
2016
Q3 | $4.57M | Sell |
68,617
-14,338
| -17% | -$955K | 0.45% | 34 |
|
|
2016
Q2 | $5.61M | Buy |
82,955
+13,341
| +19% | +$903K | 0.53% | 31 |
|
|
2016
Q1 | $4.12M | Buy |
+69,614
| New | +$4.12M | 0.39% | 40 |
|
|
2015
Q3 | – | Sell |
-7,762
| Closed | -$526K | – | 115 |
|
|
2015
Q2 | $526K | Sell |
7,762
-360
| -4% | -$24.4K | 0.05% | 73 |
|
|
2015
Q1 | $492K | Buy |
+8,122
| New | +$492K | 0.06% | 61 |
|