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Aspen Wealth Management LLC: JCPB position timeline

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

Aspen Wealth Management LLC held 852,446 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 852,446 shares
    Change vs previous 13F +84,509 shares

    6.8% of the 13F portfolio, value $40,013,800.

    13F-HR 0001895252-26-000007 filed by Aspen Wealth 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 767,937 shares
    Change vs previous 13F +61,227 shares

    7.21% of the 13F portfolio, value $36,154,479.

    13F-HR 0001895252-26-000004 filed by Aspen Wealth 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 706,710 shares
    Change vs previous 13F +81,355 shares

    7.03% of the 13F portfolio, value $33,462,731.

    13F-HR 0001895252-26-000002 filed by Aspen Wealth 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 625,355 shares
    Change vs previous 13F +68,013 shares

    6.6% of the 13F portfolio, value $29,735,631.

    13F-HR 0001895252-25-000012 filed by Aspen Wealth 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 557,342 shares
    Change vs previous 13F +6,835 shares

    6.51% of the 13F portfolio, value $26,228,528.

    13F-HR 0001895252-25-000009 filed by Aspen Wealth 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 550,507 shares
    Change vs previous 13F +83,917 shares

    7.33% of the 13F portfolio, value $25,895,841.

    13F-HR 0001895252-25-000007 filed by Aspen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 466,590 shares
    Change vs previous 13F +285,475 shares

    6.37% of the 13F portfolio, value $21,495,808.

    13F-HR 0001895252-25-000002 filed by Aspen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 181,115 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $8,736,970.

    13F-HR 0001895252-24-000016 filed by Aspen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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