Position in JPM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$23,679,291
-$4,018,417 QoQ
Shares Held
80,498
-6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $68,267,895 across 10 Banks - Diversified names. JPM ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
668,423 | $32,585,621 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
80,498 | $23,679,291 | |
| 3 | C |
Citigroup Inc
|
44,497 | $5,046,404 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
25,233 | $2,993,390 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,788 | $2,371,422 | |
| 6 | UBS |
UBS Group AG
|
19,945 | $779,251 | |
| 7 | RY |
Royal Bank Of Canada
|
1,641 | $265,480 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,376 | $226,990 |
All Filings in JPM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,679,291 | 80,498 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $27,697,708 | 85,959 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $26,496,435 | 84,001 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $24,735,411 | 85,321 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $22,021,316 | 89,773 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,535,125 | 64,808 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,867,004 | 75,249 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,439,895 | 81,281 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $28,463,431 | 142,104 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $30,916,865 | 181,757 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $25,021,315 | 172,537 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $26,061,829 | 179,193 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $21,299,951 | 163,456 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,766,843 | 162,318 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,492,921 | 157,827 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $16,724,949 | 148,521 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,382,795 | 142,186 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,020,487 | 132,747 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $23,684,633 | 144,692 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||