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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OneAscent Financial Services's JPM Position: Q2 2026 in Review

OneAscent Financial Services reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $116K and leaving 20,326 shares worth $6.65M. The position accounts for 0.32% of the portfolio, ranked #57.

OneAscent Financial Services first reported a position in JPM in Q2 2019 and has held it in 19 quarters since. The position peaked at $6.68M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • OneAscent Financial Services held 20,326 shares of JPMorgan Chase worth $6.65M as of Q2 2026.
  • OneAscent Financial Services sold 372 JPMorgan Chase shares in Q2 2026, an estimated $116K.
  • JPMorgan Chase made up 0.32% of OneAscent Financial Services's portfolio in Q2 2026, its #57 holding.
  • OneAscent Financial Services first reported a position in JPMorgan Chase in Q2 2019 and has held it in 19 quarters since.
  • OneAscent Financial Services's JPMorgan Chase position peaked at $6.68M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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