OFO
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$805K Sell
2,777
-91
-3% -$26.4K 0.76% 33
2025
Q1 		$703K Sell
2,868
-152
-5% -$37.3K 0.65% 47
2024
Q4 		$724K Buy
+3,020
New +$724K 1.31% 12