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Ascent Group’s JPMorgan Chase JPM Stock Holding History

Ascent Group’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
Q1 		$24.3M Sell
82,567
-294
-0.4% -$89.2K 0.84% 26
2025
Q4 		$26.7M Buy
82,861
+1,612
+2% +$499K 0.91% 23
2025
Q3 		$25.6M Buy
81,249
+478
+0.6% +$142K 0.91% 23
2025
Q2 		$23.4M Buy
80,771
+6,346
+9% +$1.62M 0.91% 23
2025
Q1 		$18.3M Buy
74,425
+11,537
+18% +$2.94M 0.78% 24
2024
Q4 		$15.1M Buy
62,888
+3,761
+6% +$876K 1.13% 13
2024
Q3 		$12.5M Buy
59,127
+7,615
+15% +$1.6M 0.94% 16
2024
Q2 		$10.4M Buy
51,512
+2,948
+6% +$576K 0.85% 20
2024
Q1 		$9.73M Buy
48,564
+1,132
+2% +$204K 0.86% 18
2023
Q4 		$8.34M Buy
47,432
+2,563
+6% +$388K 0.79% 22
2023
Q3 		$6.47M Sell
44,869
-5,423
-11% -$813K 0.71% 25
2023
Q2 		$7.84M Buy
50,292
+5,600
+13% +$770K 0.86% 20
2023
Q1 		$5.82M Buy
44,692
+10,146
+29% +$1.39M 0.62% 25
2022
Q4 		$4.63M Buy
34,546
+1,421
+4% +$180K 0.55% 35
2022
Q3 		$4.17M Buy
33,125
+1,701
+5% +$195K 0.51% 44
2022
Q2 		$3.63M Buy
31,424
+2,002
+7% +$248K 0.43% 54
2022
Q1 		$4.01M Sell
29,422
-469
-2% -$69.2K 0.47% 54
2021
Q4 		$4.34M Buy
+29,891
New +$4.91M 0.55% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ascent Group's JPM Position: Q1 2026 in Review

Ascent Group reduced its JPMorgan Chase (JPM) stake by 0.35% in Q1 2026, selling an estimated $89.2K and leaving 82,567 shares worth $24.3M. The position accounts for 0.84% of the portfolio, ranked #26.

Ascent Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ascent Group held 82,567 shares of JPMorgan Chase worth $24.3M as of Q1 2026.
  • Ascent Group sold 294 JPMorgan Chase shares in Q1 2026, an estimated $89.2K.
  • JPMorgan Chase made up 0.84% of Ascent Group's portfolio in Q1 2026, its #26 holding.
  • Ascent Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's JPMorgan Chase position peaked at $26.7M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.