ASPIRIANT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1433541 San Francisco, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,838,891

+$1,360,168 QoQ

Shares Held

27,003

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#1,578

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. JPM ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,003	$8,838,891
2	RY	Royal Bank Of Canada	29,286	$6,061,323
3	BAC	Bank Of America Corp /De/	36,398	$2,073,958
4	WFC	Wells Fargo & Company/Mn	23,728	$1,960,881
5	TD	Toronto Dominion Bank	4,240	$514,863
6	C	Citigroup Inc	2,770	$387,689
7	BNY	Bank of New York Mellon Corp	1,435	$207,515
8	MUFG	Mitsubishi Ufj Financial Group Inc	10,230	$203,474

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,838,891	27,003	+6.2%	Shares	Sole	2026-07-20
2026-03-31	$7,478,723	25,424	+2.6%	Shares	Sole	2026-05-12
2025-12-31	$7,981,067	24,769	+7.6%	Shares	Sole	2026-01-20
2025-09-30	$7,263,722	23,028	-5.4%	Shares	Sole	2025-10-24
2025-06-30	$7,053,510	24,330	-7.3%	Shares	Sole	2025-07-29
2025-03-31	$6,439,860	26,253	-3.7%	Shares	Sole	2025-04-21
2024-12-31	$6,533,296	27,255	+8.1%	Shares	Sole	2025-01-16
2024-09-30	$5,317,045	25,216	+2.6%	Shares	Sole	2024-10-17
2024-06-30	$4,970,337	24,574	-17.3%	Shares	Sole	2024-07-15
2024-03-31	$5,954,518	29,728	+1.1%	Shares	Sole	2024-04-15
2023-12-31	$5,002,300	29,408	+2.8%	Shares	Sole	2024-01-26
2023-09-30	$4,150,327	28,619	+8.2%	Shares	Sole	2023-10-18
2023-06-30	$3,846,306	26,446	+0.7%	Shares	Sole	2023-07-19
2023-03-31	$3,422,722	26,266	+0.2%	Shares	Sole	2023-04-27
2022-12-31	$3,515,029	26,212	+4.4%	Shares	Sole	2023-01-23
2022-09-30	$2,624,622	25,116	+4.1%	Shares	Sole	2022-10-28
2022-06-30	$2,717,954	24,136	+4.2%	Shares	Sole	2022-07-25
2022-03-31	$3,157,307	23,161	-6.3%	Shares	Sole	2022-05-06
2021-12-31	$3,914,253	24,719	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$3,928,068	23,997	-0.8%	Shares	Sole	2021-10-27
2021-06-30	$3,764,223	24,201	+7.0%	Shares	Sole	2021-08-13
2021-03-31	$3,441,768	22,609	-2.4%	Shares	Sole	2021-05-11
2020-12-31	$2,944,211	23,170	-62.1%	Shares	Sole	2021-02-01
2020-09-30	$5,891,724	61,200	+169.7%	Shares	Sole	2020-10-29
2020-06-30	$2,134,221	22,690	-7.4%	Shares	Sole	2020-08-06
2020-03-31	$2,206,455	24,508	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.