Aspen Grove Capital, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1806027 AVON, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,183,291

+$221,833 QoQ

Shares Held

6,670

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,891

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Grove Capital, LLC holds $19,030,338 across 10 Banks - Diversified names. JPM ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	26,479	$5,480,358
2	BNY	Bank of New York Mellon Corp	34,611	$5,005,096
3	WFC	Wells Fargo & Company/Mn	37,594	$3,106,768
4	JPM	Jpmorgan Chase & Co This page	6,670	$2,183,291
5	BAC	Bank Of America Corp /De/	37,359	$2,128,715
6	UBS	UBS Group AG	5,798	$287,348
7	C	Citigroup Inc	1,553	$217,357
8	SAN	Banco Santander, S.A.	15,079	$208,090

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,183,291	6,670	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,961,458	6,668	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$2,142,440	6,649	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$2,125,682	6,739	-12.5%	Shares	Sole	2025-11-14
2025-06-30	$2,233,756	7,705	+37.8%	Shares	Sole	2025-08-14
2025-03-31	$1,371,227	5,590	+6.4%	Shares	Sole	2025-05-14
2024-12-31	$1,259,915	5,256	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$1,116,714	5,296	-8.8%	Shares	Sole	2024-11-13
2024-06-30	$1,174,928	5,809	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$1,165,145	5,817	+3.5%	Shares	Sole	2024-05-15
2023-12-31	$956,302	5,622	+3.1%	Shares	Sole	2024-02-14
2023-09-30	$790,504	5,451	-58.1%	Shares	Sole	2023-11-13
2023-06-30	$1,893,192	13,017	+9.8%	Shares	Sole	2023-08-14
2023-03-31	$1,544,303	11,851	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$1,582,380	11,800	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.