A detailed history of One Ascent Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 3,721 shares of JPM stock, worth $901,635. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,721
Previous 3,375 10.25%
Holding current value
$901,635
Previous $683,000 14.93%
% of portfolio
0.3%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $67,435 - $77,780
346 Added 10.25%
3,721 $785,000
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $24,310 - $27,646
-135 Reduced 3.85%
3,375 $683,000
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $20,719 - $24,837
-124 Reduced 3.41%
3,510 $703,000
Q4 2023

Jan 11, 2024

BUY
$135.69 - $170.3 $45,727 - $57,391
337 Added 10.22%
3,634 $618,000
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $53,274 - $58,776
-372 Reduced 10.14%
3,297 $478,000
Q2 2023

Jul 10, 2023

BUY
$127.47 - $145.44 $467,687 - $533,619
3,669 New
3,669 $534,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.