U.S. Capital Wealth Advisors, LLC / JPM
U.S. Capital Wealth Advisors, LLC’s Jpmorgan Chase & Co Position
Does U.S. Capital Wealth Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 80.5K shares worth $24M (+0.60% of its 13F portfolio) as of Q1 2026, down from 86.0K shares the prior filed quarter.
Position Value
$24M
Q1 2026
Shares
80.5K
% of Portfolio
+0.60%
Quarters Held
19
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 80.5K | $24M | +0.60% |
| Q4 2025 | 86.0K | $28M | +0.72% |
| Q3 2025 | 84.0K | $26M | +0.71% |
| Q2 2025 | 85.3K | $25M | +0.72% |
| Q1 2025 | 89.8K | $22M | +0.67% |
| Q4 2024 | 64.8K | $16M | +0.48% |
| Q3 2024 | 75.2K | $16M | +0.56% |
| Q2 2024 | 81.3K | $16M | +0.62% |
| Q1 2024 | 142.1K | $28M | +1.10% |
| Q4 2023 | 181.8K | $31M | +1.23% |
| Q3 2023 | 172.5K | $25M | +1.13% |
| Q2 2023 | 179.2K | $26M | +1.24% |
| Q1 2023 | 163.5K | $21M | +0.99% |
| Q4 2022 | 162.3K | $22M | +1.01% |
| Q3 2022 | 157.8K | $16M | +0.83% |
| Q2 2022 | 148.5K | $17M | +0.73% |
| Q1 2022 | 142.2K | $19M | +0.71% |
| Q4 2021 | 132.7K | $21M | +0.83% |
| Q3 2021 | 144.7K | $23M | +1.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U.S. Capital Wealth Advisors, LLC’s full portfolio or all institutional holders of JPM.