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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
2026
Q2 		$3.75M Buy
11,454
+1,204
+12% +$374K 2.24% 15
2026
Q1 		$3.02M Sell
10,250
-178
-2% -$54K 2.04% 18
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

U.S. Wealth Group's JPM Position: Q2 2026 in Review

U.S. Wealth Group increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $374K and bringing the position to 11,454 shares worth $3.75M. The position accounts for 2.24% of the portfolio, ranked #15.

U.S. Wealth Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • U.S. Wealth Group held 11,454 shares of JPMorgan Chase worth $3.75M as of Q2 2026.
  • U.S. Wealth Group bought 1,204 JPMorgan Chase shares in Q2 2026, an estimated $374K.
  • JPMorgan Chase made up 2.24% of U.S. Wealth Group's portfolio in Q2 2026, its #15 holding.
  • U.S. Wealth Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.