Aspen Investment Management Inc / JPM
Aspen Investment Management Inc’s Jpmorgan Chase & Co Position
Does Aspen Investment Management Inc own Jpmorgan Chase & Co (JPM)? Yes — 20.5K shares worth $6M (+1.85% of its 13F portfolio) as of Q1 2026, down from 20.7K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
20.5K
% of Portfolio
+1.85%
Quarters Held
28
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.5K | $6M | +1.85% |
| Q4 2025 | 20.7K | $7M | +2.01% |
| Q3 2025 | 18.3K | $6M | +2.23% |
| Q2 2025 | 17.9K | $5M | +2.18% |
| Q1 2025 | 17.9K | $4M | +2.03% |
| Q4 2024 | 18.0K | $4M | +2.01% |
| Q3 2024 | 18.2K | $4M | +1.79% |
| Q2 2024 | 18.1K | $4M | +1.83% |
| Q1 2024 | 18.4K | $4M | +1.88% |
| Q4 2023 | 18.5K | $3M | +1.76% |
| Q3 2023 | 18.5K | $3M | +1.63% |
| Q2 2023 | 18.4K | $3M | +1.59% |
| Q1 2023 | 18.4K | $2M | +1.54% |
| Q4 2022 | 17.5K | $2M | +1.54% |
| Q3 2022 | 15.8K | $2M | +1.10% |
| Q2 2022 | 16.1K | $2M | +1.14% |
| Q1 2022 | 23.3K | $3M | +1.67% |
| Q4 2021 | 23.3K | $4M | +1.82% |
| Q2 2021 | 22.6K | $4M | +1.84% |
| Q4 2020 | 22.9K | $3M | +1.72% |
| Q3 2020 | 21.1K | $2M | +1.36% |
| Q2 2020 | 21.3K | $2M | +1.44% |
| Q1 2020 | 15.6K | $1M | +1.22% |
| Q4 2019 | 15.6K | $2M | +1.36% |
| Q3 2019 | 15.7K | $2M | +1.23% |
| Q2 2019 | 19.9K | $2M | +1.46% |
| Q1 2019 | 19.6K | $2M | +1.38% |
| Q4 2018 | 19.7K | $2M | +1.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspen Investment Management Inc’s full portfolio or all institutional holders of JPM.