Ascentis Independent Advisors / JPM
Ascentis Independent Advisors’s Jpmorgan Chase & Co Position
Does Ascentis Independent Advisors own Jpmorgan Chase & Co (JPM)? Yes — 47.6K shares worth $14M (+1.06% of its 13F portfolio) as of Q1 2026, up from 31.9K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
47.6K
% of Portfolio
+1.06%
Quarters Held
17
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.6K | $14M | +1.06% |
| Q4 2025 | 31.9K | $10M | +1.66% |
| Q3 2025 | 31.2K | $10M | +1.66% |
| Q2 2025 | 32.3K | $9M | +1.73% |
| Q1 2025 | 32.1K | $8M | +1.56% |
| Q4 2024 | 32.6K | $8M | +1.50% |
| Q3 2024 | 34.1K | $7M | +1.12% |
| Q2 2024 | 32.1K | $6M | +1.35% |
| Q4 2023 | 33.1K | $6M | +1.37% |
| Q3 2023 | 32.6K | $5M | +1.32% |
| Q2 2023 | 30.8K | $4M | +1.26% |
| Q1 2022 | 24.9K | $3M | +1.71% |
| Q4 2021 | 19.3K | $3M | +1.54% |
| Q3 2021 | 19.2K | $3M | +1.28% |
| Q2 2021 | 18.1K | $3M | +1.09% |
| Q1 2021 | 17.0K | $3M | +1.48% |
| Q4 2020 | 17.2K | $2M | +1.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ascentis Independent Advisors’s full portfolio or all institutional holders of JPM.