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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by OneAscent Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for OneAscent Wealth Management