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US Asset Management LLC’s JPMorgan Chase JPM Stock Holding History

US Asset Management LLC’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 		$3.23M Sell
9,861
-151
-2% -$46.9K 2.46% 8
2026
Q1 		$2.95M Sell
10,012
-52
-0.5% -$15.8K 2.55% 6
2025
Q4 		$3.24M Sell
10,064
-88
-0.9% -$27.2K 2.65% 7
2025
Q3 		$3.2M Buy
10,152
+218
+2% +$64.8K 2.63% 8
2025
Q2 		$2.88M Sell
9,934
-27
-0.3% -$6.89K 2.5% 7
2025
Q1 		$2.44M Buy
9,961
+1,516
+18% +$386K 2.33% 7
2024
Q4 		$2.02M Sell
8,445
-240
-3% -$55.9K 1.82% 9
2024
Q3 		$2.09M Sell
8,685
-123
-1% -$25.9K 1.85% 10
2024
Q2 		$1.78M Sell
8,808
-360
-4% -$70.4K 1.61% 10
2024
Q1 		$1.84M Sell
9,168
-207
-2% -$37.4K 1.65% 9
2023
Q4 		$1.59M Buy
+9,375
New +$1.42M 1.58% 10
2023
Q2 		$1.35M Sell
9,299
-422
-4% -$58K 1.43% 10
2023
Q1 		$1.27M Sell
9,721
-64
-0.7% -$8.77K 1.29% 13
2022
Q4 		$1.31M Buy
+9,785
New +$1.24M 1.42% 10
2022
Q2 		$1.1M Buy
9,810
+44
+0.5% +$5.45K 1.21% 13
2022
Q1 		$1.33M Buy
9,766
+67
+0.7% +$9.89K 1.23% 13
2021
Q4 		$1.54M Sell
9,699
-9
-0.1% -$1.48K 1.47% 13
2021
Q3 		$1.59M Buy
+9,708
New +$1.52M 1.54% 11

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

US Asset Management LLC's JPM Position: Q2 2026 in Review

US Asset Management LLC reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $46.9K and leaving 9,861 shares worth $3.23M. The position accounts for 2.46% of the portfolio, ranked #8.

US Asset Management LLC first reported a position in JPM in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.24M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • US Asset Management LLC held 9,861 shares of JPMorgan Chase worth $3.23M as of Q2 2026.
  • US Asset Management LLC sold 151 JPMorgan Chase shares in Q2 2026, an estimated $46.9K.
  • JPMorgan Chase made up 2.46% of US Asset Management LLC's portfolio in Q2 2026, its #8 holding.
  • US Asset Management LLC first reported a position in JPMorgan Chase in Q3 2021 and has held it in 18 quarters since.
  • US Asset Management LLC's JPMorgan Chase position peaked at $3.24M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on US Asset Management LLC's 13F filing for Q2 2026, filed 12 Aug 2026.