OneAscent Financial Services
JPM icon

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
Q3 		$3.27M Sell
9,891
-10,435
-51% -$3.65M 0.2% 87
2026
Q2 		$6.65M Sell
20,326
-372
-2% -$116K 0.32% 57
2026
Q1 		$6.09M Buy
20,698
+11,896
+135% +$3.61M 0.33% 54
2025
Q4 		$2.84M Sell
8,802
-12,389
-58% -$3.84M 0.26% 63
2025
Q3 		$6.68M Sell
21,191
-130
-0.6% -$38.7K 0.45% 42
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

OneAscent Financial Services's JPM Position: Q3 2026 in Review

OneAscent Financial Services reduced its JPMorgan Chase (JPM) stake by 51% in Q3 2026, selling an estimated $3.65M and leaving 9,891 shares worth $3.27M. The position accounts for 0.2% of the portfolio, ranked #87.

OneAscent Financial Services first reported a position in JPM in Q2 2019 and has held it in 20 quarters since. The position peaked at $6.68M in Q3 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • OneAscent Financial Services held 9,891 shares of JPMorgan Chase worth $3.27M as of Q3 2026.
  • OneAscent Financial Services sold 10,435 JPMorgan Chase shares in Q3 2026, an estimated $3.65M.
  • JPMorgan Chase made up 0.2% of OneAscent Financial Services's portfolio in Q3 2026, its #87 holding.
  • OneAscent Financial Services first reported a position in JPMorgan Chase in Q2 2019 and has held it in 20 quarters since.
  • OneAscent Financial Services's JPMorgan Chase position peaked at $6.68M in Q3 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.