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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OneAscent Wealth Management's JPM Position: Q1 2026 in Review

OneAscent Wealth Management reduced its JPMorgan Chase (JPM) stake by 21% in Q1 2026, selling an estimated $199K and leaving 2,540 shares worth $747K. The position accounts for 0.25% of the portfolio, ranked #47.

OneAscent Wealth Management first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

OneAscent Wealth Management held 2,540 shares of JPMorgan Chase worth $747K as of Q1 2026.
OneAscent Wealth Management sold 655 JPMorgan Chase shares in Q1 2026, an estimated $199K.
JPMorgan Chase made up 0.25% of OneAscent Wealth Management's portfolio in Q1 2026, its #47 holding.
OneAscent Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
OneAscent Wealth Management's JPMorgan Chase position peaked at $1.08M in Q3 2025.
5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.