Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,622,895
+$253,437 QoQ
Shares Held
8,013
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.65%
of 13F equity value
Holder Rank
#2,724
of 5,058 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aspen Wealth Strategies, LLC holds $3,134,588 across 2 Banks - Diversified names. JPM ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
8,013 | $2,622,895 | |
| 2 | C |
Citigroup Inc
|
3,656 | $511,693 |
All Filings in JPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,622,895 | 8,013 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,369,458 | 8,055 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,631,248 | 8,166 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,577,693 | 8,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,329,716 | 8,036 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,833,372 | 7,474 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,874,771 | 7,821 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,655,251 | 7,850 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,669,656 | 8,255 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,663,491 | 8,305 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,666,639 | 9,798 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,424,386 | 9,822 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,403,496 | 9,650 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,199,112 | 9,202 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,247,666 | 9,304 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||