OneAscent Investment Solutions’s JPMorgan Chase JPM Stock Holding History

OneAscent Investment Solutions’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	$730K	Sell	2,231 -78	-3%	-$24.2K	0.69%	29
2026 Q1	$679K	Sell	2,309 -728	-24%	-$221K	0.68%	33
2025 Q4	$979K	Hold	3,037	–	–	1.04%	15
2025 Q3	$958K	Sell	3,037 -35	-1%	-$10.4K	1.02%	13
2025 Q2	$891K	Sell	3,072 -146	-5%	-$37.3K	0.95%	19
2025 Q1	$789K	Buy	+3,218	New	+$820K	0.94%	19

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OneAscent Investment Solutions's JPM Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $24.2K and leaving 2,231 shares worth $730K. The position accounts for 0.69% of the portfolio, ranked #29.

OneAscent Investment Solutions first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $979K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

OneAscent Investment Solutions held 2,231 shares of JPMorgan Chase worth $730K as of Q2 2026.
OneAscent Investment Solutions sold 78 JPMorgan Chase shares in Q2 2026, an estimated $24.2K.
JPMorgan Chase made up 0.69% of OneAscent Investment Solutions's portfolio in Q2 2026, its #29 holding.
OneAscent Investment Solutions first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
OneAscent Investment Solutions's JPMorgan Chase position peaked at $979K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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