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Disclosery

ASPIRIANT, LLC: JPM position timeline

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

ASPIRIANT, LLC held 27,003 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,003 shares
    Change vs previous 13F +1,579 shares

    0.22% of the 13F portfolio, value $8,839,235.

    13F-HR 0001172661-26-002689 filed by ASPIRIANT, 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 25,424 shares
    Change vs previous 13F +655 shares

    0.21% of the 13F portfolio, value $7,478,892.

    13F-HR 0001172661-26-001732 filed by ASPIRIANT, 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 24,769 shares
    Change vs previous 13F +1,741 shares

    0.23% of the 13F portfolio, value $7,980,895.

    13F-HR 0001172661-26-000216 filed by ASPIRIANT, 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 23,028 shares
    Change vs previous 13F -1,302 shares

    0.22% of the 13F portfolio, value $7,263,603.

    13F-HR 0001172661-25-004424 filed by ASPIRIANT, 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 24,330 shares
    Change vs previous 13F -1,923 shares

    0.22% of the 13F portfolio, value $7,053,567.

    13F-HR 0001172661-25-002762 filed by ASPIRIANT, 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 26,253 shares
    Change vs previous 13F -1,002 shares

    0.22% of the 13F portfolio, value $6,439,731.

    13F-HR 0001172661-25-001518 filed by ASPIRIANT, 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 27,255 shares
    Change vs previous 13F +2,039 shares

    0.24% of the 13F portfolio, value $6,533,309.

    13F-HR 0001172661-25-000232 filed by ASPIRIANT, 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 25,216 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,316,915.

    13F-HR 0001172661-24-004292 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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