JP Morgan Chase
AZPN

JP Morgan Chase’s Aspen Technology Inc AZPN Stock Holding History

JP Morgan Chase’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-314,504
Closed -$78.5M – 7842
2024
Q4 		$78.5M Sell
314,504
-48,945
-13% -$11.9M 0.01% 1059
2024
Q3 		$86.8M Buy
363,449
+171,351
+89% +$36M 0.01% 1021
2024
Q2 		$38.2M Buy
192,098
+34,137
+22% +$7.01M ﹤0.01% 1396
2024
Q1 		$33.7M Buy
157,961
+36,636
+30% +$7.22M ﹤0.01% 1525
2023
Q4 		$26.7M Buy
121,325
+36,638
+43% +$7.05M ﹤0.01% 1617
2023
Q3 		$17.3M Buy
84,687
+16,447
+24% +$3.1M ﹤0.01% 1800
2023
Q2 		$11.4M Buy
68,240
+16,275
+31% +$3.02M ﹤0.01% 2184
2023
Q1 		$11.9M Buy
51,965
+8,375
+19% +$1.74M ﹤0.01% 2135
2022
Q4 		$8.95M Sell
43,590
-10,988
-20% -$2.55M ﹤0.01% 2359
2022
Q3 		$13M Sell
54,578
-9,705
-15% -$2.02M ﹤0.01% 1949
2022
Q2 		$11.8M Buy
+64,283
New +$11.4M ﹤0.01% 2012

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's AZPN Position: Q1 2025 in Review

JP Morgan Chase sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 314,504 shares — an estimated $78.5M sold.

JP Morgan Chase first reported a position in AZPN in Q2 2022 and held it in 11 quarters. The position peaked at $86.8M in Q3 2024. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • JP Morgan Chase reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 314,504 Aspen Technology Inc shares in Q1 2025, an estimated $78.5M.
  • JP Morgan Chase first reported a position in Aspen Technology Inc in Q2 2022 and held it in 11 quarters.
  • JP Morgan Chase's Aspen Technology Inc position peaked at $86.8M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.