OneAscent Wealth Management’s JPMorgan Chase JPM Stock Holding History

OneAscent Wealth Management’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	$842K	Buy	2,572 +32	+1%	+$9.94K	0.25%	43
2026 Q1	$747K	Sell	2,540 -655	-21%	-$199K	0.25%	47
2025 Q4	$1.03M	Sell	3,195 -217	-6%	-$67.2K	0.34%	35
2025 Q3	$1.08M	Buy	3,412 +40	+1%	+$11.9K	0.36%	34
2025 Q2	$978K	Buy	3,372 +202	+6%	+$51.5K	0.36%	32
2025 Q1	$778K	Sell	3,170 -365	-10%	-$93.1K	0.34%	32
2024 Q4	$847K	Sell	3,535 -186	-5%	-$43.3K	0.35%	33
2024 Q3	$785K	Buy	3,721 +346	+10%	+$72.9K	0.3%	37
2024 Q2	$683K	Sell	3,375 -135	-4%	-$26.4K	0.36%	22
2024 Q1	$703K	Sell	3,510 -124	-3%	-$22.4K	0.27%	46
2023 Q4	$618K	Buy	3,634 +337	+10%	+$51.1K	0.25%	46
2023 Q3	$478K	Sell	3,297 -372	-10%	-$55.8K	0.21%	64
2023 Q2	$534K	Buy	+3,669	New	+$505K	0.25%	34

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 Wealth Management's JPM Position: Q2 2026 in Review

OneAscent Wealth Management increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $9.94K and bringing the position to 2,572 shares worth $842K. The position accounts for 0.25% of the portfolio, ranked #43.

OneAscent Wealth Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

OneAscent Wealth Management held 2,572 shares of JPMorgan Chase worth $842K as of Q2 2026.
OneAscent Wealth Management bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
JPMorgan Chase made up 0.25% of OneAscent Wealth Management's portfolio in Q2 2026, its #43 holding.
OneAscent Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
OneAscent Wealth Management's JPMorgan Chase position peaked at $1.08M in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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