OWM
OneAscent Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Buy |
3,372
+202
| +6% | +$58.6K | 0.36% | 32 |
|
|
2025
Q1 | $778K | Sell |
3,170
-365
| -10% | -$89.6K | 0.34% | 32 |
|
|
2024
Q4 | $847K | Sell |
3,535
-186
| -5% | -$44.6K | 0.35% | 33 |
|
|
2024
Q3 | $785K | Buy |
3,721
+346
| +10% | +$73K | 0.3% | 37 |
|
|
2024
Q2 | $683K | Sell |
3,375
-135
| -4% | -$27.3K | 0.36% | 22 |
|
|
2024
Q1 | $703K | Sell |
3,510
-124
| -3% | -$24.8K | 0.27% | 46 |
|
|
2023
Q4 | $618K | Buy |
3,634
+337
| +10% | +$57.3K | 0.25% | 46 |
|
|
2023
Q3 | $478K | Sell |
3,297
-372
| -10% | -$53.9K | 0.21% | 64 |
|
|
2023
Q2 | $534K | Buy |
+3,669
| New | +$534K | 0.25% | 34 |
|