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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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