United Advisor Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2004873 CINCINNATI, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,777,033

+$1,009,589 QoQ

Shares Held

23,759

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.19%

of 13F equity value

Holder Rank

#1,676

of 5,058 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

United Advisor Group, LLC holds $9,988,282 across 5 Banks - Diversified names. JPM ranks #1 (77.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,759	$7,777,033
2	BAC	Bank Of America Corp /De/	19,404	$1,105,639
3	BNY	Bank of New York Mellon Corp	4,071	$588,707
4	WFC	Wells Fargo & Company/Mn	3,601	$297,586
5	C	Citigroup Inc	1,567	$219,317

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,777,033	23,759	+3.3%	Shares	Sole	2026-07-29
2026-03-31	$6,767,444	23,006	+8.7%	Shares	Sole	2026-04-17
2025-12-31	$6,816,886	21,156	+1.2%	Shares	Sole	2026-01-26
2025-09-30	$6,591,856	20,898	+16.5%	Shares	Sole	2025-11-12
2025-06-30	$5,200,695	17,939	+7.0%	Shares	Sole	2025-08-11
2025-03-31	$4,113,926	16,771	-9.6%	Shares	Sole	2025-04-21
2024-12-31	$4,449,257	18,561	+0.9%	Shares	Sole	2025-02-24
2024-09-30	$3,879,613	18,399	+27.7%	Shares	Sole	2024-10-30
2024-06-30	$2,913,959	14,407	+12.2%	Shares	Sole	2024-08-08
2024-03-31	$2,571,049	12,836	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.