A detailed history of One Ascent Financial Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, One Ascent Financial Services LLC holds 17,008 shares of JPM stock, worth $4.25 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
17,008
Previous 18,289 7.0%
Holding current value
$4.25 Million
Previous $3.7 Million 3.05%
% of portfolio
2.58%
Previous 0.51%

Shares

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

Nov 07, 2024

SELL
$194.9 - $224.8 $249,666 - $287,968
-1,281 Reduced 7.0%
17,008 $3.59 Million
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $144,424 - $164,241
-802 Reduced 4.2%
18,289 $3.7 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $250,133 - $299,849
-1,497 Reduced 7.27%
19,091 $3.82 Million
Q4 2023

Jan 11, 2024

BUY
$135.69 - $170.3 $1.93 Million - $2.42 Million
14,200 Added 222.29%
20,588 $3.5 Million
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $10,740 - $11,850
75 Added 1.19%
6,388 $926,000
Q2 2023

Jul 10, 2023

BUY
$127.47 - $145.44 $332,824 - $379,743
2,611 Added 70.53%
6,313 $918,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $231,083 - $266,030
1,850 Added 99.89%
3,702 $482,000
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $272,233 - $368,032
-2,670 Reduced 59.04%
1,852 $248,000
Q3 2022

Nov 02, 2022

BUY
$20.73 - $120.58 $1,616 - $9,405
78 Added 1.76%
4,522 $473,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $500,438 - $603,984
4,444 New
4,444 $500,000
Q4 2019

Feb 11, 2020

SELL
$111.82 - $139.4 $551,719 - $687,799
-4,934 Closed
0 $0
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $189,583 - $217,496
1,809 Added 57.89%
4,934 $638,000
Q2 2019

Aug 15, 2019

BUY
$104.64 - $116.12 $327,000 - $362,875
3,125 New
3,125 $349,000

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 $732B
  • 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
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