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USAdvisors Wealth Management’s JPMorgan Chase JPM Stock Holding History

USAdvisors Wealth Management’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 		$323K Sell
988
-51
-5% -$15.8K 0.09% 116
2026
Q1 		$294K Sell
1,039
-54
-5% -$16.4K 0.1% 107
2025
Q4 		$352K Sell
1,093
-7
-0.6% -$2.17K 0.12% 95
2025
Q3 		$347K Sell
1,100
-13
-1% -$3.87K 0.12% 94
2025
Q2 		$323K Sell
1,113
-114
-9% -$29.1K 0.12% 96
2025
Q1 		$301K Sell
1,227
-74
-6% -$18.9K 0.11% 103
2024
Q4 		$311K Sell
1,301
-91
-7% -$21.2K 0.1% 103
2024
Q3 		$293K Sell
1,392
-140
-9% -$29.5K 0.1% 100
2024
Q2 		$309K Sell
1,532
-189
-11% -$37K 0.11% 100
2024
Q1 		$343K Buy
1,721
+175
+11% +$31.6K 0.13% 106
2023
Q4 		$263K Buy
+1,546
New +$234K 0.11% 108

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

USAdvisors Wealth Management's JPM Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $15.8K and leaving 988 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #116.

USAdvisors Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $352K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • USAdvisors Wealth Management held 988 shares of JPMorgan Chase worth $323K as of Q2 2026.
  • USAdvisors Wealth Management sold 51 JPMorgan Chase shares in Q2 2026, an estimated $15.8K.
  • JPMorgan Chase made up 0.09% of USAdvisors Wealth Management's portfolio in Q2 2026, its #116 holding.
  • USAdvisors Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • USAdvisors Wealth Management's JPMorgan Chase position peaked at $352K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.