Aspiriant LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.48M | Buy |
25,424
+655
| +3% | +$199K | 0.21% | 56 |
|
|
2025
Q4 | $7.98M | Buy |
24,769
+1,741
| +8% | +$539K | 0.23% | 52 |
|
|
2025
Q3 | $7.26M | Sell |
23,028
-1,302
| -5% | -$387K | 0.22% | 52 |
|
|
2025
Q2 | $7.05M | Sell |
24,330
-1,923
| -7% | -$491K | 0.22% | 52 |
|
|
2025
Q1 | $6.44M | Sell |
26,253
-1,002
| -4% | -$255K | 0.22% | 49 |
|
|
2024
Q4 | $6.53M | Buy |
27,255
+2,039
| +8% | +$475K | 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% | -$1.01M | 0.2% | 55 |
|
|
2024
Q1 | $5.95M | Buy |
29,728
+320
| +1% | +$57.7K | 0.25% | 52 |
|
|
2023
Q4 | $5M | Buy |
29,408
+789
| +3% | +$120K | 0.23% | 53 |
|
|
2023
Q3 | $4.15M | Buy |
28,619
+2,173
| +8% | +$326K | 0.21% | 58 |
|
|
2023
Q2 | $3.85M | Buy |
26,446
+180
| +0.7% | +$24.8K | 0.19% | 58 |
|
|
2023
Q1 | $3.42M | Buy |
26,266
+54
| +0.2% | +$7.4K | 0.18% | 63 |
|
|
2022
Q4 | $3.52M | Buy |
26,212
+1,096
| +4% | +$139K | 0.18% | 62 |
|
|
2022
Q3 | $2.63M | Buy |
25,116
+980
| +4% | +$112K | 0.13% | 68 |
|
|
2022
Q2 | $2.72M | Buy |
24,136
+975
| +4% | +$121K | 0.13% | 69 |
|
|
2022
Q1 | $3.16M | Sell |
23,161
-1,558
| -6% | -$230K | 0.17% | 65 |
|
|
2021
Q4 | $3.92M | Buy |
24,719
+722
| +3% | +$119K | 0.21% | 57 |
|
|
2021
Q3 | $3.93M | Sell |
23,997
-204
| -0.8% | -$32K | 0.23% | 51 |
|
|
2021
Q2 | $3.76M | Buy |
24,201
+1,592
| +7% | +$250K | 0.21% | 50 |
|
|
2021
Q1 | $3.44M | Sell |
22,609
-561
| -2% | -$80.7K | 0.22% | 44 |
|
|
2020
Q4 | $2.95M | Sell |
23,170
-38,030
| -62% | -$4.25M | 0.2% | 50 |
|
|
2020
Q3 | $5.89M | Buy |
61,200
+38,510
| +170% | +$3.78M | 0.46% | 31 |
|
|
2020
Q2 | $2.14M | Sell |
22,690
-1,818
| -7% | -$172K | 0.2% | 52 |
|
|
2020
Q1 | $2.21M | Sell |
24,508
-210
| -0.8% | -$25.5K | 0.22% | 46 |
|
|
2019
Q4 | $3.45M | Sell |
24,718
-373
| -1% | -$47.8K | 0.32% | 39 |
|
|
2019
Q3 | $2.94M | Sell |
25,091
-3,664
| -13% | -$414K | 0.26% | 57 |
|
|
2019
Q2 | $3.22M | Sell |
28,755
-1,865
| -6% | -$206K | 0.27% | 55 |
|
|
2019
Q1 | $3.1M | Sell |
30,620
-2,552
| -8% | -$263K | 0.25% | 59 |
|
|
2018
Q4 | $3.23M | Buy |
33,172
+894
| +3% | +$95.3K | 0.25% | 58 |
|
|
2018
Q3 | $3.64M | Sell |
32,278
-1,416
| -4% | -$161K | 0.31% | 53 |
|
|
2018
Q2 | $3.51M | Sell |
33,694
-2,968
| -8% | -$326K | 0.3% | 55 |
|
|
2018
Q1 | $4.03M | Buy |
36,662
+33,503
| +1,061% | +$3.79M | 0.35% | 49 |
|
|
2017
Q4 | $338K | Sell |
3,159
-40,171
| -93% | -$4.07M | 0.1% | 59 |
|
|
2017
Q3 | $4.14M | Sell |
43,330
-13,093
| -23% | -$1.21M | 0.35% | 46 |
|
|
2017
Q2 | $5.16M | Sell |
56,423
-3,897
| -6% | -$336K | 0.45% | 40 |
|
|
2017
Q1 | $5.3M | Sell |
60,320
-8,427
| -12% | -$743K | 0.45% | 40 |
|
|
2016
Q4 | $5.93M | Buy |
68,747
+130
| +0.2% | +$9.91K | 0.54% | 29 |
|
|
2016
Q3 | $4.57M | Sell |
68,617
-14,338
| -17% | -$935K | 0.45% | 34 |
|
|
2016
Q2 | $5.61M | Buy |
82,955
+13,341
| +19% | +$833K | 0.53% | 31 |
|
|
2016
Q1 | $4.12M | Buy |
+69,614
| New | +$4.07M | 0.39% | 40 |
|
|
2015
Q3 | – | Sell |
-7,762
| Closed | -$526K | – | 115 |
|
|
2015
Q2 | $526K | Sell |
7,762
-360
| -4% | -$23.5K | 0.05% | 73 |
|
|
2015
Q1 | $492K | Buy |
+8,122
| New | +$481K | 0.06% | 61 |
|
Other funds holding JPM
VCM
VPM
Aspiriant LLC's JPM Position: Q1 2026 in Review
Aspiriant LLC increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, buying an estimated $199K and bringing the position to 25,424 shares worth $7.48M. The position accounts for 0.21% of the portfolio, ranked #56.
Aspiriant LLC first reported a position in JPM in Q1 2015 and has held it in 43 quarters since. The position peaked at $7.98M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Aspiriant LLC held 25,424 shares of JPMorgan Chase worth $7.48M as of Q1 2026.
- Aspiriant LLC bought 655 JPMorgan Chase shares in Q1 2026, an estimated $199K.
- JPMorgan Chase made up 0.21% of Aspiriant LLC's portfolio in Q1 2026, its #56 holding.
- Aspiriant LLC first reported a position in JPMorgan Chase in Q1 2015 and has held it in 43 quarters since.
- Aspiriant LLC's JPMorgan Chase position peaked at $7.98M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.