OneAscent Family Office’s JPMorgan Chase JPM Stock Holding History

OneAscent Family Office’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	$1.52M	Sell	4,629 -634	-12%	-$197K	0.76%	24
2026 Q1	$1.55M	Buy	5,263 +1,238	+31%	+$376K	1.08%	20
2025 Q4	$1.3M	Buy	4,025 +1,343	+50%	+$416K	0.88%	28
2025 Q3	$846K	Sell	2,682 -95	-3%	-$28.3K	0.69%	35
2025 Q2	$805K	Sell	2,777 -91	-3%	-$23.2K	0.76%	33
2025 Q1	$703K	Sell	2,868 -152	-5%	-$38.8K	0.65%	47
2024 Q4	$724K	Buy	+3,020	New	+$703K	1.31%	12

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OneAscent Family Office's JPM Position: Q2 2026 in Review

OneAscent Family Office reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $197K and leaving 4,629 shares worth $1.52M. The position accounts for 0.76% of the portfolio, ranked #24.

OneAscent Family Office first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2026. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

OneAscent Family Office held 4,629 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
OneAscent Family Office sold 634 JPMorgan Chase shares in Q2 2026, an estimated $197K.
JPMorgan Chase made up 0.76% of OneAscent Family Office's portfolio in Q2 2026, its #24 holding.
OneAscent Family Office first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's JPMorgan Chase position peaked at $1.55M in Q1 2026.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.