U.S. Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.7M	Sell	80,498 -5,461	-6%	-$1.66M	0.6%	30
2025 Q4	$27.7M	Buy	85,959 +1,958	+2%	+$606K	0.72%	23
2025 Q3	$26.5M	Sell	84,001 -1,320	-2%	-$393K	0.71%	23
2025 Q2	$24.7M	Sell	85,321 -4,452	-5%	-$1.14M	0.72%	25
2025 Q1	$22M	Buy	89,773 +24,965	+39%	+$6.36M	0.67%	26
2024 Q4	$15.5M	Sell	64,808 -10,441	-14%	-$2.43M	0.48%	44
2024 Q3	$15.9M	Sell	75,249 -6,032	-7%	-$1.27M	0.56%	36
2024 Q2	$16.4M	Sell	81,281 -60,823	-43%	-$11.9M	0.62%	31
2024 Q1	$28.5M	Sell	142,104 -39,653	-22%	-$7.16M	1.1%	14
2023 Q4	$30.9M	Buy	181,757 +9,220	+5%	+$1.4M	1.23%	10
2023 Q3	$25M	Sell	172,537 -6,656	-4%	-$998K	1.13%	12
2023 Q2	$26.1M	Buy	179,193 +15,737	+10%	+$2.16M	1.24%	10
2023 Q1	$21.3M	Buy	163,456 +1,138	+0.7%	+$156K	0.99%	12
2022 Q4	$21.8M	Buy	162,318 +4,491	+3%	+$569K	1.01%	11
2022 Q3	$16.5M	Buy	157,827 +9,306	+6%	+$1.07M	0.83%	21
2022 Q2	$16.7M	Buy	148,521 +6,335	+4%	+$785K	0.73%	24
2022 Q1	$19.4M	Buy	142,186 +9,439	+7%	+$1.39M	0.71%	22
2021 Q4	$21M	Sell	132,747 -11,945	-8%	-$1.96M	0.83%	17
2021 Q3	$23.4M	Buy	+144,692	New	+$22.7M	1.01%	14

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's JPM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 6.4% in Q1 2026, selling an estimated $1.66M and leaving 80,498 shares worth $23.7M. The position accounts for 0.6% of the portfolio, ranked #30.

U.S. Capital Wealth Advisors first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $30.9M in Q4 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

U.S. Capital Wealth Advisors held 80,498 shares of JPMorgan Chase worth $23.7M as of Q1 2026.
U.S. Capital Wealth Advisors sold 5,461 JPMorgan Chase shares in Q1 2026, an estimated $1.66M.
JPMorgan Chase made up 0.6% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #30 holding.
U.S. Capital Wealth Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's JPMorgan Chase position peaked at $30.9M in Q4 2023.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.