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

U.S. Wealth Group’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
2025
Q4 		$3.36M Sell
10,428
-98
-0.9% -$30.3K 2.21% 15
2025
Q3 		$3.32M Buy
10,526
+1
+0% +$297 2.17% 18
2025
Q2 		$3.05M Sell
10,525
-1,342
-11% -$342K 2.38% 15
2025
Q1 		$2.91M Sell
11,867
-276
-2% -$70.4K 2.31% 12
2024
Q4 		$2.91M Buy
+12,143
New +$2.83M 2.2% 13

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

U.S. Wealth Group's JPM Position: Q4 2025 in Review

U.S. Wealth Group reduced its JPMorgan Chase (JPM) stake by 0.93% in Q4 2025, selling an estimated $30.3K and leaving 10,428 shares worth $3.36M. The position accounts for 2.21% of the portfolio, ranked #15.

U.S. Wealth Group first reported a position in JPM in Q4 2024 and has held it in 5 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • U.S. Wealth Group held 10,428 shares of JPMorgan Chase worth $3.36M as of Q4 2025.
  • U.S. Wealth Group sold 98 JPMorgan Chase shares in Q4 2025, an estimated $30.3K.
  • JPMorgan Chase made up 2.21% of U.S. Wealth Group's portfolio in Q4 2025, its #15 holding.
  • U.S. Wealth Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 5 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.