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OneAscent Financial Services’s JPMorgan Chase JPM Stock Holding History

OneAscent Financial Services’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 		$6.09M Buy
20,698
+11,896
+135% +$3.61M 0.33% 54
2025
Q4 		$2.84M Buy
8,802
+911
+12% +$282K 0.26% 63
2025
Q3 		$2.49M Sell
7,891
-13,430
-63% -$3.99M 0.31% 63
2025
Q2 		$6.19M Buy
21,321
+1,216
+6% +$310K 0.44% 37
2025
Q1 		$4.91M Buy
20,105
+933
+5% +$238K 0.32% 57
2024
Q4 		$4.6M Buy
19,172
+2,164
+13% +$504K 0.39% 42
2024
Q3 		$3.59M Sell
17,008
-1,281
-7% -$270K 2.58% 7
2024
Q2 		$3.7M Sell
18,289
-802
-4% -$157K 0.51% 30
2024
Q1 		$3.82M Sell
19,091
-1,497
-7% -$270K 0.42% 42
2023
Q4 		$3.5M Buy
20,588
+14,200
+222% +$2.15M 0.43% 39
2023
Q3 		$926K Buy
6,388
+75
+1% +$11.2K 0.24% 75
2023
Q2 		$918K Buy
6,313
+2,611
+71% +$359K 0.41% 29
2023
Q1 		$482K Buy
3,702
+1,850
+100% +$253K 0.2% 61
2022
Q4 		$248K Sell
1,852
-2,670
-59% -$338K 0.11% 147
2022
Q3 		$473K Buy
4,522
+78
+2% +$8.95K 0.19% 80
2022
Q2 		$500K Buy
+4,444
New +$551K 0.23% 76
2019
Q4 		– Sell
-4,934
Closed -$638K – 184
2019
Q3 		$638K Buy
4,934
+1,809
+58% +$205K 2.85% 7
2019
Q2 		$349K Buy
+3,125
New +$345K 0.24% 96

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

OneAscent Financial Services's JPM Position: Q1 2026 in Review

OneAscent Financial Services increased its JPMorgan Chase (JPM) stake by 135% in Q1 2026, buying an estimated $3.61M and bringing the position to 20,698 shares worth $6.09M. The position accounts for 0.33% of the portfolio, ranked #54.

OneAscent Financial Services first reported a position in JPM in Q2 2019 and has held it in 18 quarters since. The position peaked at $6.19M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • OneAscent Financial Services held 20,698 shares of JPMorgan Chase worth $6.09M as of Q1 2026.
  • OneAscent Financial Services bought 11,896 JPMorgan Chase shares in Q1 2026, an estimated $3.61M.
  • JPMorgan Chase made up 0.33% of OneAscent Financial Services's portfolio in Q1 2026, its #54 holding.
  • OneAscent Financial Services first reported a position in JPMorgan Chase in Q2 2019 and has held it in 18 quarters since.
  • OneAscent Financial Services's JPMorgan Chase position peaked at $6.19M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.