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Disclosery

Aspen Capital Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Capital Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Aspen Capital Management, LLC held 4,243 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,243 shares
    Change vs previous 13F +71 shares

    0.31% of the 13F portfolio, value $1,388,861.

    13F-HR 0002065974-26-000003 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,172 shares
    Change vs previous 13F -610 shares

    0.3% of the 13F portfolio, value $1,227,236.

    13F-HR 0002065974-26-000002 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,782 shares
    Change vs previous 13F +136 shares

    0.38% of the 13F portfolio, value $1,540,746.

    13F-HR 0002065974-26-000001 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,646 shares
    Change vs previous 13F +330 shares

    0.37% of the 13F portfolio, value $1,465,513.

    13F-HR 0002065974-25-000004 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,316 shares
    Change vs previous 13F +36 shares

    0.35% of the 13F portfolio, value $1,251,112.

    13F-HR 0002065974-25-000002 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,280 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,049,842.

    13F-HR 0002065974-25-000001 filed by Aspen Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).