OneAscent Family Office, LLC
Family OfficePosition in JPM — Jpmorgan Chase & Co
CIK 2055812
BIRMINGHAM, AL
Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,515,210
-$32,954 QoQ
Shares Held
4,629
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#3,237
of 5,058 holders
Holding Since
Dec 2024
7 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 Family Office, LLC holds $5,492,751 across 11 Banks - Diversified names. JPM ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
4,629 | $1,515,210 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,685 | $665,811 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
6,663 | $633,584 | |
| 4 | RY |
Royal Bank Of Canada
|
3,044 | $630,016 | |
| 5 | TD |
Toronto Dominion Bank
|
3,347 | $406,426 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,029 | $358,524 | |
| 7 | UBS |
UBS Group AG
|
5,691 | $282,045 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,098 | $269,030 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,515,210 | 4,629 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,548,164 | 5,263 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,296,935 | 4,025 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $845,983 | 2,682 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $805,080 | 2,777 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $703,520 | 2,868 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $723,924 | 3,020 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||