Ownership history in Ascent Group, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Ascent Group, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 82,861 | +1,612 | +2.0% | 0.91% | $26.7M | $320.77 |
| 2025 Q3 | ADDED | 81,249 | +478 | +0.6% | 0.91% | $25.6M | $312.49 |
| 2025 Q2 | ADDED | 80,771 | +6,346 | +8.5% | 0.91% | $23.4M | $285.83 |
| 2025 Q1 | ADDED | 74,425 | +11,537 | +18.3% | 0.78% | $18.3M | $240.37 |
| 2024 Q4 | ADDED | 62,888 | +3,761 | +6.4% | 1.13% | $15.1M | $233.69 |
| 2024 Q3 | ADDED | 59,127 | +7,615 | +14.8% | 0.94% | $12.5M | $204.31 |
| 2024 Q2 | ADDED | 51,512 | +2,948 | +6.1% | 0.85% | $10.4M | $194.90 |
| 2024 Q1 | ADDED | 48,564 | +1,132 | +2.4% | 0.86% | $9.7M | $191.89 |
| 2023 Q4 | ADDED | 47,432 | +2,563 | +5.7% | 0.79% | $8.3M | $161.96 |
| 2023 Q3 | REDUCED | 44,869 | -5,423 | -10.8% | 0.71% | $6.5M | $137.07 |
As of 2025 Q4 — sorted by position size