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US Asset Management LLC: JPM position timeline

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

US Asset Management LLC held 9,861 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,861 shares
    Change vs previous 13F -151 shares

    2.46% of the 13F portfolio, value $3,227,801.

    13F-HR 0001882673-26-000005 filed by US Asset Management LLC
    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 10,012 shares
    Change vs previous 13F -52 shares

    2.55% of the 13F portfolio, value $2,945,130.

    13F-HR 0001882673-26-000004 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,064 shares
    Change vs previous 13F -88 shares

    2.65% of the 13F portfolio, value $3,242,822.

    13F-HR 0001882673-26-000002 filed by US Asset Management 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 10,152 shares
    Change vs previous 13F +218 shares

    2.63% of the 13F portfolio, value $3,202,245.

    13F-HR 0001882673-25-000008 filed by US Asset Management 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 9,934 shares
    Change vs previous 13F -27 shares

    2.5% of the 13F portfolio, value $2,879,966.

    13F-HR 0001882673-25-000006 filed by US Asset Management 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 9,961 shares
    Change vs previous 13F +1,516 shares

    2.33% of the 13F portfolio, value $2,443,000.

    13F-HR 0001882673-25-000004 filed by US Asset Management 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 8,445 shares
    Change vs previous 13F -240 shares

    1.82% of the 13F portfolio, value $2,024,000.

    13F-HR 0001882673-25-000002 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,685 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $2,094,000.

    13F-HR 0001882673-24-000011 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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