JPMorgan Chase & Co. shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.4k | 315.43 |
| 2025-06-30 | $978k | 3.4k | 290.04 |
| 2025-03-31 | $778k | 3.2k | 245.43 |
| 2024-12-31 | $847k | 3.5k | 239.60 |
| 2024-09-30 | $785k | 3.7k | 210.96 |
| 2024-06-30 | $683k | 3.4k | 202.37 |
| 2024-03-31 | $703k | 3.5k | 200.28 |
| 2023-12-31 | $618k | 3.6k | 170.06 |
| 2023-09-30 | $478k | 3.3k | 144.98 |
| 2023-06-30 | $534k | 3.7k | 145.54 |
More positions owned by OneAscent Wealth Management
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