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Disclosery

United Asset Strategies, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on JPM, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 47,656 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,656 shares
    Change vs previous 13F -27,589 shares

    1.1% of the 13F portfolio, value $15,599,117.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 75,245 shares
    Change vs previous 13F +295 shares

    1.76% of the 13F portfolio, value $22,134,028.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 74,950 shares
    Change vs previous 13F -565 shares

    1.86% of the 13F portfolio, value $24,150,335.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    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 75,515 shares
    Change vs previous 13F -571 shares

    1.91% of the 13F portfolio, value $23,819,756.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    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 76,086 shares
    Change vs previous 13F +6,238 shares

    1.88% of the 13F portfolio, value $22,058,016.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    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 69,848 shares
    Change vs previous 13F -11,003 shares

    1.59% of the 13F portfolio, value $17,133,731.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    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 80,851 shares
    Change vs previous 13F -558 shares

    1.78% of the 13F portfolio, value $19,380,902.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 81,409 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $17,165,836.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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