JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

OneAscent Financial Services LLC's Holding History (CIK: 0001780985)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,802 Value ($000) $2,836 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 13,300 Value ($000) $4,195 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 21,321 Value ($000) $6 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 20,105 Value ($000) $5 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 19,172 Value ($000) $5 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 17,008 Value ($000) $4 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 18,289 Value ($000) $4 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 19,091 Value ($000) $4 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 20,588 Value ($000) $4 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 6,388 Value ($000) $1 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 6,313 Value ($000) $1 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 3,702 Value ($000) $0 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 1,852 Value ($000) $0 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 4,522 Value ($000) $473 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 4,444 Value ($000) $500 Avg Close $113.02 Range $101.22 - $124.46
Q3 2019
Shares 4,934 Value ($000) $638 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 3,125 Value ($000) $349 Avg Close $92.02 Range $84.61 - $97.81