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U.S. Capital Wealth Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U.S. Capital Wealth Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 80,498 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 80,498 shares
    Change vs previous 13F -5,461 shares

    0.6% of the 13F portfolio, value $23,679,234.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 85,959 shares
    Change vs previous 13F +1,958 shares

    0.72% of the 13F portfolio, value $27,697,636.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 84,001 shares
    Change vs previous 13F -1,320 shares

    0.71% of the 13F portfolio, value $26,496,358.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 85,321 shares
    Change vs previous 13F -4,452 shares

    0.72% of the 13F portfolio, value $24,735,348.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 89,773 shares
    Change vs previous 13F +24,965 shares

    0.67% of the 13F portfolio, value $22,021,289.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 64,808 shares
    Change vs previous 13F -10,441 shares

    0.48% of the 13F portfolio, value $15,535,165.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 75,249 shares
    Change vs previous 13F -6,032 shares

    0.56% of the 13F portfolio, value $15,866,911.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 81,281 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $16,439,946.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).