Aspen Investment Management Inc

Position in JPM — Jpmorgan Chase & Co

CIK 1541596 GRAND RAPIDS, MI

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,723,358

+$691,902 QoQ

Shares Held

20,540

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.25%

of 13F equity value

Holder Rank

#1,821

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Investment Management Inc holds $11,843,090 across 5 Banks - Diversified names. JPM ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,540	$6,723,358
2	BAC	Bank Of America Corp /De/	34,239	$1,950,938
3	BNY	Bank of New York Mellon Corp	10,487	$1,516,525
4	WFC	Wells Fargo & Company/Mn	10,738	$887,388
5	C	Citigroup Inc	5,465	$764,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,723,358	20,540	+0.2%	Shares	Sole	2026-07-17
2026-03-31	$6,031,456	20,504	-0.8%	Shares	Sole	2026-04-15
2025-12-31	$6,660,287	20,670	+12.9%	Shares	Sole	2026-02-06
2025-09-30	$5,777,415	18,316	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$5,188,809	17,898	-0.2%	Shares	Sole	2025-08-11
2025-03-31	$4,397,493	17,927	-0.7%	Shares	Sole	2025-05-20
2024-12-31	$4,325,806	18,046	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$3,835,332	18,189	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$3,668,996	18,140	-1.6%	Shares	Sole	2024-07-26
2024-03-31	$3,692,129	18,433	-0.4%	Shares	Sole	2024-04-26
2023-12-31	$3,149,571	18,516	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$2,686,930	18,528	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$2,676,823	18,405	-0.2%	Shares	Sole	2023-07-28
2023-03-31	$2,402,395	18,436	+5.2%	Shares	Sole	2023-05-16
2022-12-31	$2,349,834	17,523	+10.9%	Shares	Sole	2023-02-06
2022-09-30	$1,651,100	15,800	-1.9%	Shares	Sole	2022-11-09
2022-06-30	$1,813,584	16,105	-30.9%	Shares	Sole	2022-08-15
2022-03-31	$3,175,847	23,297	-0.2%	Shares	Sole	2022-05-11
2021-12-31	$3,695,413	23,337	+0.4%	Shares	Sole	2022-01-26
2021-09-30	$3,805,465	23,248	+2.8%	Shares	Sole	2021-12-06
2021-06-30	$3,518,781	22,623	-0.3%	Shares	Sole	2021-08-04
2021-03-31	$3,454,098	22,690	-1.0%	Shares	Sole	2021-06-10
2020-12-31	$2,913,079	22,925	+8.5%	Shares	Sole	2021-01-25
2020-09-30	$2,033,992	21,128	-0.9%	Shares	Sole	2020-11-30
2020-06-30	$2,005,359	21,320	+36.7%	Shares	Sole	2020-08-06
2020-03-31	$1,403,747	15,592	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.