JPMorgan Chase & Co. shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 8.2k | 315.42 |
| 2025-06-30 | $2.3M | 8.0k | 289.90 |
| 2025-03-31 | $1.8M | 7.5k | 245.29 |
| 2024-12-31 | $1.9M | 7.8k | 239.71 |
| 2024-09-30 | $1.7M | 7.9k | 210.86 |
| 2024-06-30 | $1.8M | 8.3k | 216.87 |
| 2024-03-31 | $1.7M | 8.3k | 200.30 |
| 2023-12-31 | $1.7M | 9.8k | 170.11 |
| 2023-09-30 | $1.4M | 9.8k | 145.02 |
| 2023-06-30 | $1.4M | 9.7k | 145.44 |
| 2023-03-31 | $1.2M | 9.2k | 130.31 |
| 2022-12-31 | $1.2M | 9.3k | 134.11 |