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Disclosery

U S WEALTH GROUP, LLC.: JPM position timeline

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

U S WEALTH GROUP, LLC. held 11,454 JPM shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,454 shares
    Change vs previous 13F +1,204 shares

    2.24% of the 13F portfolio, value $3,749,304.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 10,250 shares
    Change vs previous 13F -178 shares

    2.04% of the 13F portfolio, value $3,015,170.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 10,428 shares
    Change vs previous 13F -98 shares

    2.21% of the 13F portfolio, value $3,360,110.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,526 shares
    Change vs previous 13F +1 shares

    2.17% of the 13F portfolio, value $3,320,216.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,525 shares
    Change vs previous 13F -1,342 shares

    2.38% of the 13F portfolio, value $3,051,303.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,867 shares
    Change vs previous 13F -276 shares

    2.31% of the 13F portfolio, value $2,910,975.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,143 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,910,798.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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