Back to JPM-PM
Aspen Wealth Management LLC → JPM-PM
Aspen Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
28
Latest value
$14.2M
Q3 2026
Peak value
$40M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $591K |
| Q4 2025 | $18M |
| Q4 2025 | $5.1M |
| Q4 2025 | $33.5M |
| Q4 2025 | $879K |
| Q4 2025 | $11M |
| Q1 2026 | $1.5M |
| Q1 2026 | $605K |
| Q1 2026 | $11.6M |
| Q1 2026 | $8.4M |
| Q1 2026 | $36.2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $12.9M |
| Q2 2026 | $1.6M |
| Q2 2026 | $539K |
| Q2 2026 | $15.4M |
| Q2 2026 | $10M |
| Q2 2026 | $40M |
| Q2 2026 | $1.8M |
| Q2 2026 | $13.3M |
| Q3 2026 | $1.8M |
| Q3 2026 | $527K |
| Q3 2026 | $11.7M |
| Q3 2026 | $11.2M |
| Q3 2026 | $36.2M |
| Q3 2026 | $1.8M |
| Q3 2026 | $14.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.2M | 281.6K | — | — |
| Q3 2026 | $1.8M | 24.9K | — | — |
| Q3 2026 | $36.2M | 807.7K | — | — |
| Q3 2026 | $11.2M | 220.5K | — | — |
| Q3 2026 | $11.7M | 246.0K | — | — |
| Q3 2026 | $527K | 11.7K | — | — |
| Q3 2026 | $1.8M | 5.4K | — | — |
| Q2 2026 | $13.3M | 262.1K | — | — |
| Q2 2026 | $1.8M | 24.9K | — | — |
| Q2 2026 | $40M | 852.4K | — | — |
| Q2 2026 | $10M | 195.6K | — | — |
| Q2 2026 | $15.4M | 304.1K | — | — |
| Q2 2026 | $539K | 11.7K | — | — |
| Q2 2026 | $1.6M | 4.9K | — | — |
| Q1 2026 | $12.9M | 254.2K | — | — |
| Q1 2026 | $1.5M | 25.2K | — | — |
| Q1 2026 | $36.2M | 767.9K | — | — |
| Q1 2026 | $8.4M | 164.0K | — | — |
| Q1 2026 | $11.6M | 232.2K | — | — |
| Q1 2026 | $605K | 13.1K | — | — |
| Q1 2026 | $1.5M | 5.0K | — | — |
| Q4 2025 | $11M | 217.7K | — | — |
| Q4 2025 | $879K | 13.9K | — | — |
| Q4 2025 | $33.5M | 706.7K | — | — |
| Q4 2025 | $5.1M | 99.6K | — | — |
| Q4 2025 | $18M | 355.9K | — | — |
| Q4 2025 | $591K | 12.8K | — | — |
| Q4 2025 | $1.5M | 4.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B