JP Morgan Chase
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JP Morgan Chase’s OneAscent International Equity ETF OAIM Stock Holding History

JP Morgan Chase’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79K Sell
1,661
-3,450
-68% -$160K ﹤0.01% 6213
2026
Q1 		$213K Sell
5,111
-21
-0.4% -$919 ﹤0.01% 5438
2025
Q4 		$212K Sell
5,132
-221
-4% -$8.93K ﹤0.01% 5511
2025
Q3 		$215K Buy
5,353
+5,350
+178,333% +$209K ﹤0.01% 5476
2025
Q2 		$115 Sell
3
-1,682
-100% -$59.7K ﹤0.01% 6823
2025
Q1 		$56.3K Hold
1,685
– – ﹤0.01% 5839
2024
Q4 		$54.1K Buy
+1,685
New +$56.2K ﹤0.01% 5987

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

JP Morgan Chase's OAIM Position: Q2 2026 in Review

JP Morgan Chase reduced its OneAscent International Equity ETF (OAIM) stake by 68% in Q2 2026, selling an estimated $160K and leaving 1,661 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #6213.

JP Morgan Chase first reported a position in OAIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q3 2025. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • JP Morgan Chase held 1,661 shares of OneAscent International Equity ETF worth $79K as of Q2 2026.
  • JP Morgan Chase sold 3,450 OneAscent International Equity ETF shares in Q2 2026, an estimated $160K.
  • OneAscent International Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6213 holding.
  • JP Morgan Chase first reported a position in OneAscent International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's OneAscent International Equity ETF position peaked at $215K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.