US Asset Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1882673 PITTSBURGH, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,227,801

+$282,672 QoQ

Shares Held

9,861

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.13%

of 13F equity value

Holder Rank

#2,505

of 5,058 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

US Asset Management LLC holds $6,111,595 across 3 Banks - Diversified names. JPM ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,861	$3,227,801
2	BAC	Bank Of America Corp /De/	31,761	$1,809,741
3	C	Citigroup Inc	7,674	$1,074,053

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,227,801	9,861	-1.5%	Shares	Sole	2026-08-12
2026-03-31	$2,945,129	10,012	-0.5%	Shares	Sole	2026-06-10
2025-12-31	$3,242,822	10,064	-0.9%	Shares	Sole	2026-01-27
2025-09-30	$3,202,245	10,152	+2.2%	Shares	Sole	2025-11-18
2025-06-30	$2,879,965	9,934	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$2,443,433	9,961	+18.0%	Shares	Sole	2025-04-29
2024-12-31	$2,024,350	8,445	-2.8%	Shares	Sole	2025-02-18
2024-09-30	$2,094	8,685	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$1,781,506	8,808	-3.9%	Shares	Sole	2024-08-08
2024-03-31	$1,836,350	9,168	-2.2%	Shares	Sole	2024-04-10
2023-12-31	$1,594,687	9,375	+0.8%	Shares	Sole	2024-02-07
2023-06-30	$1,352,446	9,299	-4.3%	Shares	Sole	2023-08-22
2023-03-31	$1,266,743	9,721	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$1,312,168	9,785	-0.3%	Shares	Sole	2023-02-07
2022-06-30	$1,104,704	9,810	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$1,331,301	9,766	+0.7%	Shares	Sole	2022-04-08
2021-12-31	$1,535,836	9,699	-0.1%	Shares	Sole	2022-03-30
2021-09-30	$1,589,102	9,708	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.