Skip to main content

Aspiriant, LLC

SEC CIK
0001433541
Latest filing
Jul 20, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Aspiriant, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
27,003
Value
$8.84M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Aspiriant, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,003$8.84M0.2%+1,579+6.2%AddedHolders
Q1 202625,424$7.48M0.2%+655+2.6%AddedHolders
Q4 202524,769$7.98M0.2%+1,741+7.6%AddedHolders
Q3 202523,028$7.26M0.2%−1,302−5.4%ReducedHolders
Q2 202524,330$7.05M0.2%−1,923−7.3%ReducedHolders
Q1 202526,253$6.44M0.2%−1,002−3.7%ReducedHolders
Q4 202427,255$6.53M0.2%+2,039+8.1%AddedHolders
Q3 202425,216$5.32M0.2%+642+2.6%AddedHolders
Q2 202424,574$4.97M0.2%−5,154−17.3%ReducedHolders
Q1 202429,728$5.95M0.2%+320+1.1%AddedHolders
Q4 202329,408$5.00M0.2%+789+2.8%AddedHolders
Q3 202328,619$4.15M0.2%+2,173+8.2%AddedHolders
Q2 202326,446$3.85M0.2%+180+0.7%AddedHolders
Q1 202326,266$3.42M0.2%+54+0.2%AddedHolders
Q4 202226,212$3.52M0.2%+1,096+4.4%AddedHolders
Q3 202225,116$2.63M0.1%+980+4.1%AddedHolders
Q2 202224,136$2.72M0.1%+975+4.2%AddedHolders
Q1 202223,161$3.16M0.2%−1,558−6.3%ReducedHolders
Q4 202124,719$3.92M0.2%+722+3.0%AddedHolders
Q3 202123,997$3.93M0.2%−204−0.8%ReducedHolders
Q2 202124,201$3.76M0.2%+1,592+7.0%AddedHolders
Q1 202122,609$3.44M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.