OneAscent Investment Solutions LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1974438 BIRMINGHAM, AL

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$730,273

+$51,058 QoQ

Shares Held

2,231

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#3,961

of 5,058 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OneAscent Investment Solutions LLC holds $3,052,071 across 4 Banks - Diversified names. JPM ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSBC	Hsbc Holdings PLC	18,588	$1,767,532
2	JPM	Jpmorgan Chase & Co This page	2,231	$730,273
3	BAC	Bank Of America Corp /De/	6,584	$375,156
4	SAN	Banco Santander, S.A.	12,979	$179,110

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$730,273	2,231	-3.4%	Shares	Sole	2026-08-11
2026-03-31	$679,215	2,309	-24.0%	Shares	Sole	2026-04-29
2025-12-31	$978,582	3,037	0.0%	Shares	Sole	2026-02-11
2025-09-30	$957,960	3,037	-1.1%	Shares	Sole	2025-11-04
2025-06-30	$890,603	3,072	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$789,375	3,218	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.