United Asset Strategies, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1539948 GARDEN CITY, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$15,599,238

-$6,534,831 QoQ

Shares Held

47,656

-36.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,146

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $50,053,940 across 4 Banks - Diversified names. JPM ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	338,928	$19,312,117
2	JPM	Jpmorgan Chase & Co This page	47,656	$15,599,238
3	C	Citigroup Inc	68,124	$9,534,635
4	WFC	Wells Fargo & Company/Mn	67,860	$5,607,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,599,238	47,656	-36.7%	Shares	Sole	2026-07-13
2026-03-31	$22,134,069	75,245	+0.4%	Shares	Sole	2026-04-29
2025-12-31	$24,150,389	74,950	-0.7%	Shares	Sole	2026-01-28
2025-09-30	$23,819,696	75,515	-0.8%	Shares	Sole	2025-10-23
2025-06-30	$22,058,092	76,086	+8.9%	Shares	Sole	2025-08-08
2025-03-31	$17,133,714	69,848	-13.6%	Shares	Sole	2025-05-14
2024-12-31	$19,380,793	80,851	-0.7%	Shares	Sole	2025-01-22
2024-09-30	$17,165,901	81,409	+1.6%	Shares	Sole	2024-10-28
2024-06-30	$16,200,419	80,097	-15.2%	Shares	Sole	2024-08-01
2024-03-31	$18,927,548	94,496	-2.2%	Shares	Sole	2024-04-23
2023-12-31	$16,431,319	96,598	-2.5%	Shares	Sole	2024-01-30
2023-09-30	$14,370,611	99,094	-3.1%	Shares	Sole	2023-11-07
2023-06-30	$14,870,658	102,246	-8.4%	Shares	Sole	2023-07-25
2023-03-31	$14,551,326	111,667	-2.2%	Shares	Sole	2023-07-25
2022-12-31	$15,304,162	114,125	+1.8%	Shares	Sole	2023-01-26
2022-09-30	$11,715,077	112,106	-2.2%	Shares	Sole	2022-10-24
2022-06-30	$12,911,749	114,659	-13.4%	Shares	Sole	2022-08-15
2022-03-31	$18,053,948	132,438	+5.8%	Shares	Sole	2022-04-29
2021-12-31	$19,830,170	125,230	+1.2%	Shares	Sole	2022-01-31
2021-09-30	$20,261,711	123,781	+36.4%	Shares	Sole	2021-10-21
2021-06-30	$14,116,965	90,761	-2.0%	Shares	Sole	2021-07-19
2021-03-31	$14,092,083	92,571	-0.1%	Shares	Sole	2021-04-27
2020-12-31	$11,770,367	92,629	+4.2%	Shares	Sole	2021-02-05
2020-09-30	$8,555,514	88,870	+34.8%	Shares	Sole	2020-11-03
2020-06-30	$6,202,598	65,943	+3.8%	Shares	Sole	2020-08-03
2020-03-31	$5,720,056	63,535	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.