Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,653,309
+$564,786 QoQ
Shares Held
20,326
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,829
of 5,056 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneAscent Financial Services LLC holds $11,625,540 across 7 Banks - Diversified names. JPM ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
20,326 | $6,653,309 | |
| 2 | BAC |
Bank Of America Corp /De/
|
34,325 | $1,955,838 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
19,838 | $1,639,412 | |
| 4 | C |
Citigroup Inc
|
5,178 | $724,712 | |
| 5 | UBS |
UBS Group AG
|
4,979 | $246,759 | |
| 6 | BCS |
Barclays PLC
|
8,059 | $216,464 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,699 | $189,046 |
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,653,309 | 20,326 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,088,523 | 20,698 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,836,180 | 8,802 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,195,219 | 13,300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,181,171 | 21,321 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,931,756 | 20,105 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,595,720 | 19,172 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,586,306 | 17,008 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,699,133 | 18,289 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,823,927 | 19,091 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,502,018 | 20,588 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $926,387 | 6,388 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $918,162 | 6,313 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $482,407 | 3,702 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $248,353 | 1,852 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $472,549 | 4,522 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $500,438 | 4,444 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||