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USAdvisors Wealth Management, LLC

SEC CIK
0001735605
Latest filing
Jul 29, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by USAdvisors Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
988
Value
$323.0K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of JPM by USAdvisors Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026988$323.0K0.1%−51−4.9%ReducedHolders
Q1 20261,039$294.0K0.1%−54−4.9%ReducedHolders
Q4 20251,093$352.0K0.1%−7−0.6%ReducedHolders
Q3 20251,100$347.0K0.1%−13−1.2%ReducedHolders
Q2 20251,113$323.0K0.1%−114−9.3%ReducedHolders
Q1 20251,227$301.0K0.1%−74−5.7%ReducedHolders
Q4 20241,301$311.0K0.1%−91−6.5%ReducedHolders
Q3 20241,392$293.0K0.1%−140−9.1%ReducedHolders
Q2 20241,532$309.0K0.1%−189−11.0%ReducedHolders
Q1 20241,721$343.0K0.1%+175+11.3%AddedHolders
Q4 20231,546$263.0K0.1%+1,546NewHolders