JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1808915
As of 2026-03-31, U.S. Capital Wealth Advisors, LLC reported 80.50K JPM (shares), valued at $23.68M, or 0.60% of its reported non-derivative portfolio. Filed 2026-04-07.
Verify history & sources →Shares decreased 6.35%; reported value decreased 14.51%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | 0.60% | 80,498 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 0.72% | 85,959 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 0.71% | 84,001 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 0.72% | 85,321 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 0.67% | 89,773 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.48% | 64,808 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 0.56% | 75,249 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 0.62% | 81,281 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 1.10% | 142,104 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 1.23% | 181,757 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 1.13% | 172,537 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.13% | 172,537 | $25.02M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 1.23% | 181,757 | $30.92M | Shares increased 5.34%; reported value increased 23.56%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.10% | 142,104 | $28.46M | Shares decreased 21.82%; reported value decreased 7.94%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 0.62% | 81,281 | $16.44M | Shares decreased 42.80%; reported value decreased 42.24%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 0.56% | 75,249 | $15.87M | Shares decreased 7.42%; reported value decreased 3.49%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 0.48% | 64,808 | $15.54M | Shares decreased 13.88%; reported value decreased 2.09%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.67% | 89,773 | $22.02M | Shares increased 38.52%; reported value increased 41.75%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.72% | 85,321 | $24.74M | Shares decreased 4.96%; reported value increased 12.32%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 0.71% | 84,001 | $26.50M | Shares decreased 1.55%; reported value increased 7.12%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 0.72% | 85,959 | $27.70M | Shares increased 2.33%; reported value increased 4.53%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 0.60% | 80,498 | $23.68M | Shares decreased 6.35%; reported value decreased 14.51%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.