OFS
OneAscent Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
21,321
+1,216
| +6% | +$353K | 0.44% | 37 |
|
|
2025
Q1 | $4.91M | Buy |
20,105
+933
| +5% | +$228K | 0.32% | 57 |
|
|
2024
Q4 | $4.6M | Buy |
19,172
+2,164
| +13% | +$519K | 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% | -$162K | 0.51% | 30 |
|
|
2024
Q1 | $3.82M | Sell |
19,091
-1,497
| -7% | -$300K | 0.42% | 42 |
|
|
2023
Q4 | $3.5M | Buy |
20,588
+14,200
| +222% | +$2.42M | 0.43% | 39 |
|
|
2023
Q3 | $926K | Buy |
6,388
+75
| +1% | +$10.9K | 0.24% | 75 |
|
|
2023
Q2 | $918K | Buy |
6,313
+2,611
| +71% | +$380K | 0.41% | 29 |
|
|
2023
Q1 | $482K | Buy |
3,702
+1,850
| +100% | +$241K | 0.2% | 61 |
|
|
2022
Q4 | $248K | Sell |
1,852
-2,670
| -59% | -$358K | 0.11% | 147 |
|
|
2022
Q3 | $473K | Buy |
4,522
+78
| +2% | +$8.16K | 0.19% | 80 |
|
|
2022
Q2 | $500K | Buy |
+4,444
| New | +$500K | 0.23% | 76 |
|
|
2019
Q4 | – | Sell |
-4,934
| Closed | -$638K | – | 184 |
|
|
2019
Q3 | $638K | Buy |
4,934
+1,809
| +58% | +$234K | 2.85% | 7 |
|
|
2019
Q2 | $349K | Buy |
+3,125
| New | +$349K | 0.24% | 96 |
|