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Disclosery

Aspetuck Financial Management LLC: JPM position timeline

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

Aspetuck Financial Management LLC held 11,461 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,461 shares
    Change vs previous 13F +75 shares

    2.21% of the 13F portfolio, value $3,751,529.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial 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 11,386 shares
    Change vs previous 13F +161 shares

    2.29% of the 13F portfolio, value $3,349,305.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial 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 11,225 shares
    Change vs previous 13F +16 shares

    2.43% of the 13F portfolio, value $3,616,919.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial 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 11,209 shares
    Change vs previous 13F 0 shares

    2.42% of the 13F portfolio, value $3,535,655.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial 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 11,209 shares
    Change vs previous 13F 0 shares

    2.45% of the 13F portfolio, value $3,249,601.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial 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 11,209 shares
    Change vs previous 13F -25 shares

    2.37% of the 13F portfolio, value $2,749,568.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial 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 11,234 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,692,902.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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