JP Morgan Chase’s USBC Inc USBC Stock Holding History

JP Morgan Chase’s Portfolio USBC Stock Details USBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$3	–	7393
2025 Q1	$3	Sell	4 -1	-20%	-$4	﹤0.01%	7243
2024 Q4	$32	Hold	5	–	–	﹤0.01%	7202
2024 Q3	$56	Buy	5 +1	+25%	+$13	﹤0.01%	7099
2024 Q2	$61	Buy	4 +1	+33%	+$25	﹤0.01%	6985
2024 Q1	$87	Hold	3	–	–	﹤0.01%	6930
2023 Q4	$54	Buy	3 +2	+200%	+$32	﹤0.01%	7197
2023 Q3	$11	Buy	+1	New	+$30	﹤0.01%	7280
2022 Q4	–	Sell	-2	Closed	–	–	6790
2022 Q3	$0	Buy	+2	New	+$154	﹤0.01%	6669

Other funds holding USBC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

JP Morgan Chase's USBC Position: Q2 2025 in Review

JP Morgan Chase sold out of USBC Inc (USBC) in Q2 2025, closing a stake of 4 shares — an estimated $3 sold.

JP Morgan Chase first reported a position in USBC in Q3 2022 and held it in 8 quarters. The position peaked at $87 in Q1 2024. 15 funds tracked by Wall St. Rank hold USBC as of Q2 2025.

JP Morgan Chase reported no remaining USBC Inc position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 4 USBC Inc shares in Q2 2025, an estimated $3.
JP Morgan Chase first reported a position in USBC Inc in Q3 2022 and held it in 8 quarters.
JP Morgan Chase's USBC Inc position peaked at $87 in Q1 2024.
15 funds tracked by Wall St. Rank held USBC Inc as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.