Ascension Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Ascension Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	3,430 +126	+4%	+$39.1K	0.32%	32
2026 Q1	$972K	Buy	3,304 +1,784	+117%	+$541K	0.31%	28
2025 Q4	$490K	Hold	1,520	–	–	0.17%	30
2025 Q3	$479K	Hold	1,520	–	–	0.19%	27
2025 Q2	$441K	Hold	1,520	–	–	0.18%	27
2025 Q1	$373K	Hold	1,520	–	–	0.17%	28
2024 Q4	$364K	Buy	1,520 +157	+12%	+$36.6K	0.16%	27
2024 Q3	$287K	Hold	1,363	–	–	0.13%	31
2024 Q2	$276K	Hold	1,363	–	–	0.15%	27
2024 Q1	$273K	Hold	1,363	–	–	0.15%	26
2023 Q4	$232K	Sell	1,363 -26	-2%	-$3.94K	0.15%	26
2023 Q3	$201K	Sell	1,389 -118	-8%	-$17.7K	0.12%	36
2023 Q2	$219K	Buy	+1,507	New	+$207K	0.14%	35
2023 Q1	–	Sell	-1,507	Closed	-$202K	–	37
2022 Q4	$202K	Buy	+1,507	New	+$191K	0.2%	34
2022 Q2	–	Sell	-1,481	Closed	-$202K	–	30
2022 Q1	$202K	Hold	1,481	–	–	0.16%	28
2021 Q4	$235K	Hold	1,481	–	–	0.15%	30
2021 Q3	$242K	Hold	1,481	–	–	0.16%	29
2021 Q2	$230K	Buy	1,481 +118	+9%	+$18.5K	0.14%	28
2021 Q1	$207K	Buy	+1,363	New	+$196K	0.14%	28
2020 Q1	–	Sell	-1,471	Closed	-$205K	–	52
2019 Q4	$205K	Buy	+1,471	New	+$189K	0.14%	48

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ascension Capital Advisors's JPM Position: Q2 2026 in Review

Ascension Capital Advisors increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $39.1K and bringing the position to 3,430 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #32.

Ascension Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 20 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ascension Capital Advisors held 3,430 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
Ascension Capital Advisors bought 126 JPMorgan Chase shares in Q2 2026, an estimated $39.1K.
JPMorgan Chase made up 0.32% of Ascension Capital Advisors's portfolio in Q2 2026, its #32 holding.
Ascension Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 20 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ascension Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.