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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OneAscent Investment Solutions's JPM Position: Q1 2026 in Review

OneAscent Investment Solutions reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2026, selling an estimated $221K and leaving 2,309 shares worth $679K. The position accounts for 0.68% of the portfolio, ranked #33.

OneAscent Investment Solutions first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $979K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • OneAscent Investment Solutions held 2,309 shares of JPMorgan Chase worth $679K as of Q1 2026.
  • OneAscent Investment Solutions sold 728 JPMorgan Chase shares in Q1 2026, an estimated $221K.
  • JPMorgan Chase made up 0.68% of OneAscent Investment Solutions's portfolio in Q1 2026, its #33 holding.
  • OneAscent Investment Solutions first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Investment Solutions's JPMorgan Chase position peaked at $979K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.