JP Morgan Chase
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JP Morgan Chase’s USCB Financial Holdings USCB Stock Holding History

JP Morgan Chase’s Portfolio USCB Stock Details USCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Buy
5,051
+302
+6% +$5.75K ﹤0.01% 6029
2026
Q1 		$87.8K Buy
4,749
+81
+2% +$1.54K ﹤0.01% 5905
2025
Q4 		$86K Sell
4,668
-201
-4% -$3.59K ﹤0.01% 5971
2025
Q3 		$85K Sell
4,869
-10,122
-68% -$174K ﹤0.01% 5991
2025
Q2 		$248K Sell
14,991
-11,312
-43% -$190K ﹤0.01% 5138
2025
Q1 		$488K Sell
26,303
-24,740
-48% -$461K ﹤0.01% 4792
2024
Q4 		$906K Buy
51,043
+31,357
+159% +$547K ﹤0.01% 4705
2024
Q3 		$300K Buy
19,686
+13,692
+228% +$199K ﹤0.01% 5199
2024
Q2 		$76.9K Sell
5,994
-11,241
-65% -$131K ﹤0.01% 5662
2024
Q1 		$196K Buy
17,235
+2,839
+20% +$32.8K ﹤0.01% 5360
2023
Q4 		$176K Buy
14,396
+7,575
+111% +$86.3K ﹤0.01% 5457
2023
Q3 		$71.7K Sell
6,821
-3,106
-31% -$34.5K ﹤0.01% 5670
2023
Q2 		$101K Buy
9,927
+1,669
+20% +$16.4K ﹤0.01% 5455
2023
Q1 		$82K Buy
8,258
+2,156
+35% +$25.9K ﹤0.01% 5514
2022
Q4 		$74K Buy
6,102
+211
+4% +$2.8K ﹤0.01% 5475
2022
Q3 		$77K Buy
5,891
+128
+2% +$1.65K ﹤0.01% 5403
2022
Q2 		$67K Buy
5,763
+958
+20% +$12.7K ﹤0.01% 5570
2022
Q1 		$69K Buy
4,805
+2,768
+136% +$39K ﹤0.01% 5664
2021
Q4 		$29K Buy
+2,037
New +$28.2K ﹤0.01% 6124

Other funds holding USCB

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

JP Morgan Chase's USCB Position: Q2 2026 in Review

JP Morgan Chase increased its USCB Financial Holdings (USCB) stake by 6.4% in Q2 2026, buying an estimated $5.75K and bringing the position to 5,051 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #6029.

JP Morgan Chase first reported a position in USCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $906K in Q4 2024. 95 funds tracked by Wall St. Rank hold USCB as of Q2 2026.

  • JP Morgan Chase held 5,051 shares of USCB Financial Holdings worth $102K as of Q2 2026.
  • JP Morgan Chase bought 302 USCB Financial Holdings shares in Q2 2026, an estimated $5.75K.
  • USCB Financial Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6029 holding.
  • JP Morgan Chase first reported a position in USCB Financial Holdings in Q4 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's USCB Financial Holdings position peaked at $906K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.