SEC 13F Intelligence

U S Wealth Group, LLC. / JPM

U S Wealth Group, LLC.’s Jpmorgan Chase & Co Position

Does U S Wealth Group, LLC. own Jpmorgan Chase & Co (JPM)? Yes — 10.4K shares worth $3M (+2.21% of its 13F portfolio) as of Q1 2026, down from 10.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.4K
% of Portfolio
+2.21%
Quarters Held
5
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.4K$3M+2.21%
Q3 202510.5K$3M+2.17%
Q2 202510.5K$3M+2.38%
Q1 202511.9K$3M+2.31%
Q4 202412.1K$3M+2.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U S Wealth Group, LLC.’s full portfolio or all institutional holders of JPM.