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OneAscent Investment Solutions’s JPMorgan Chase JPM Stock Holding History

OneAscent Investment Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$891K Sell
3,072
-146
-5% -$42.3K 0.95% 19
2025
Q1 		$789K Buy
+3,218
New +$789K 0.94% 19