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OneAscent Financial Services LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on JPM, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 29,758 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,758 shares
    Change vs previous 13F -1,052 shares

    0.36% of the 13F portfolio, value $9,740,786.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 20,326 shares
    • OneAscent Wealth Management LLC: 2,572 shares
    • OneAscent Investment Solutions LLC: 2,231 shares
    • OneAscent Family Office, LLC: 4,629 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,810 shares
    Change vs previous 13F +11,751 shares

    0.38% of the 13F portfolio, value $9,063,085.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 20,698 shares
    • OneAscent Wealth Management LLC: 2,540 shares
    • OneAscent Investment Solutions LLC: 2,309 shares
    • OneAscent Family Office, LLC: 5,263 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,059 shares
    Change vs previous 13F +2,037 shares

    0.38% of the 13F portfolio, value $6,141,299.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 8,802 shares
    • OneAscent Wealth Management LLC: 3,195 shares
    • OneAscent Investment Solutions LLC: 3,037 shares
    • OneAscent Family Office, LLC: 4,025 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 17,022 shares
    Change vs previous 13F -13,520 shares

    0.4% of the 13F portfolio, value $5,369,242.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,891 shares
    • OneAscent Wealth Management LLC: 3,412 shares
    • OneAscent Investment Solutions LLC: 3,037 shares
    • OneAscent Family Office, LLC: 2,682 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,542 shares
    Change vs previous 13F +1,181 shares

    0.47% of the 13F portfolio, value $8,862,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 21,321 shares
    • OneAscent Wealth Management LLC: 3,372 shares
    • OneAscent Investment Solutions LLC: 3,072 shares
    • OneAscent Family Office, LLC: 2,777 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,361 shares
    Change vs previous 13F +3,634 shares

    0.37% of the 13F portfolio, value $7,179,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 20,105 shares
    • OneAscent Wealth Management LLC: 3,170 shares
    • OneAscent Investment Solutions LLC: 3,218 shares
    • OneAscent Family Office, LLC: 2,868 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,727 shares
    Change vs previous 13F +4,998 shares

    0.42% of the 13F portfolio, value $6,167,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 19,172 shares
    • OneAscent Wealth Management LLC: 3,535 shares
    • OneAscent Family Office, LLC: 3,020 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,729 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,371,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 17,008 shares
    • OneAscent Wealth Management LLC: 3,721 shares

    Acceptance time not in the bulk data set (spec §4.2).