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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
Q2 		$26.7M Sell
81,618
-949
-1% -$295K 0.8% 24
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ascent Group's JPM Position: Q2 2026 in Review

Ascent Group reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $295K and leaving 81,618 shares worth $26.7M. The position accounts for 0.8% of the portfolio, ranked #24.

Ascent Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ascent Group held 81,618 shares of JPMorgan Chase worth $26.7M as of Q2 2026.
  • Ascent Group sold 949 JPMorgan Chase shares in Q2 2026, an estimated $295K.
  • JPMorgan Chase made up 0.8% of Ascent Group's portfolio in Q2 2026, its #24 holding.
  • Ascent Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.