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
2017
Q4 		– Sell
-9,800
Closed -$614K – 5781
2017
Q3 		$614K Sell
9,800
-1,500
-13% -$94K ﹤0.01% 3750
2017
Q2 		$624K Buy
+11,300
New +$624K ﹤0.01% 3635

Other funds holding AZPN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
GAM
Garrison Asset Management Fayetteville, Arkansas $197M AUM 31.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase's AZPN Position: Q2 2022 in Review

JP Morgan Chase sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2022, closing a stake of 388,583 shares — an estimated $64.3M sold.

JP Morgan Chase first reported a position in AZPN in Q2 2013 and held it in 36 quarters. The position peaked at $167M in Q2 2021. 11 funds tracked by Wall St. Rank hold AZPN as of Q2 2022.

  • JP Morgan Chase reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Chase sold 388,583 ASPEN TECHNOLOGY INC shares in Q2 2022, an estimated $64.3M.
  • JP Morgan Chase first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 36 quarters.
  • JP Morgan Chase's ASPEN TECHNOLOGY INC position peaked at $167M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2022.

Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.