Ascent Wealth Partners, LLC

SEC CIK: 0001546865
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Ascent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 51,576
Value: $16.9M
% of portfolio: 1.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Ascent Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	51,576	$16.9M	1.7%	+687+1.3%	Added	Holders
Q1 2026	50,889	$15.0M	1.7%	+1,396+2.8%	Added	Holders
Q4 2025	49,493	$15.9M	1.8%	−572−1.1%	Reduced	Holders
Q3 2025	50,065	$15.8M	1.8%	−196−0.4%	Reduced	Holders
Q2 2025	50,261	$14.6M	1.8%	−2,526−4.8%	Reduced	Holders
Q1 2025	52,787	$12.9M	1.7%	+2,683+5.4%	Added	Holders
Q4 2024	50,104	$12.0M	1.6%	−925−1.8%	Reduced	Holders
Q3 2024	51,029	$10.8M	1.5%	−611−1.2%	Reduced	Holders
Q2 2024	51,640	$10.4M	1.5%	−503−1.0%	Reduced	Holders
Q1 2024	52,143	$10.4M	1.6%	+333+0.6%	Added	Holders
Q4 2023	51,810	$8.81M	1.4%	+331+0.6%	Added	Holders
Q3 2023	51,479	$7.47M	1.4%	−1,073−2.0%	Reduced	Holders
Q2 2023	52,552	$7.54M	1.3%	+4,722+9.9%	Added	Holders
Q1 2023	47,830	$6.14M	1.2%	+988+2.1%	Added	Holders
Q4 2022	46,842	$6.28M	1.4%	−509−1.1%	Reduced	Holders
Q3 2022	47,351	$4.95M	1.2%	−4,044−7.9%	Reduced	Holders
Q2 2022	51,395	$5.81M	1.3%	−573−1.1%	Reduced	Holders
Q1 2022	51,968	$7.08M	1.3%	+1,963+3.9%	Added	Holders
Q4 2021	50,005	$7.92M	1.4%	−1,936−3.7%	Reduced	Holders
Q3 2021	51,941	$8.50M	1.6%	−206−0.4%	Reduced	Holders
Q2 2021	52,147	$8.11M	1.5%	−346−0.7%	Reduced	Holders
Q1 2021	52,493	$7.99M	1.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.