OneAscent Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
|
|||||
|
2025
Q1 | $4.91M | Buy |
|
|||||
|
2024
Q4 | $4.6M | Buy |
|
|||||
|
2024
Q3 | $3.59M | Sell |
|
|||||
|
2024
Q2 | $3.7M | Sell |
|
|||||
|
2024
Q1 | $3.82M | Sell |
|
|||||
|
2023
Q4 | $3.5M | Buy |
|
|||||
|
2023
Q3 | $926K | Buy |
|
|||||
|
2023
Q2 | $918K | Buy |
|
|||||
|
2023
Q1 | $482K | Buy |
|
|||||
|
2022
Q4 | $248K | Sell |
|
|||||
|
2022
Q3 | $473K | Buy |
|
|||||
|
2022
Q2 | $500K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $638K | Buy |
|
|||||
|
2019
Q2 | $349K | Buy |
|