IP
JPM icon

Intellectus Partners’s JPMorgan Chase JPM Stock Holding History

Intellectus Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.83M Buy
19,817
+168
+0.9% +$51K 1.19% 16
2025
Q4 		$6.33M Buy
19,649
+62
+0.3% +$19.2K 1.22% 14
2025
Q3 		$6.18M Buy
19,587
+24
+0.1% +$7.14K 1.2% 14
2025
Q2 		$5.67M Buy
19,563
+29
+0.1% +$7.4K 1.22% 14
2025
Q1 		$4.79M Sell
19,534
-261
-1% -$66.5K 1.18% 16
2024
Q4 		$4.75M Buy
19,795
+28
+0.1% +$6.52K 1.05% 17
2024
Q3 		$4.17M Buy
19,767
+500
+3% +$105K 1.07% 17
2024
Q2 		$3.9M Sell
19,267
-2,243
-10% -$439K 1.06% 19
2024
Q1 		$4.31M Sell
21,510
-35
-0.2% -$6.32K 1.13% 17
2023
Q4 		$3.66M Buy
21,545
+309
+1% +$46.8K 1.06% 21
2023
Q3 		$3.08M Sell
21,236
-752
-3% -$113K 0.97% 21
2023
Q2 		$3.2M Buy
21,988
+223
+1% +$30.7K 0.96% 20
2023
Q1 		$2.84M Buy
21,765
+203
+0.9% +$27.8K 0.9% 29
2022
Q4 		$2.89M Buy
21,562
+59
+0.3% +$7.48K 1.01% 22
2022
Q3 		$2.25M Buy
21,503
+1,215
+6% +$139K 0.8% 32
2022
Q2 		$2.29M Buy
20,288
+632
+3% +$78.3K 0.79% 28
2022
Q1 		$2.68M Buy
19,656
+120
+0.6% +$17.7K 0.8% 32
2021
Q4 		$3.09M Sell
19,536
-1,245
-6% -$204K 0.79% 30
2021
Q3 		$3.4M Buy
20,781
+37
+0.2% +$5.8K 0.82% 26
2021
Q2 		$3.23M Sell
20,744
-156
-0.7% -$24.5K 0.73% 30
2021
Q1 		$3.18M Buy
20,900
+1,089
+5% +$157K 0.87% 24
2020
Q4 		$2.52M Buy
19,811
+534
+3% +$59.7K 0.75% 29
2020
Q3 		$1.86M Sell
19,277
-724
-4% -$71.1K 0.7% 33
2020
Q2 		$1.88M Buy
20,001
+1,887
+10% +$179K 0.73% 32
2020
Q1 		$1.63M Sell
18,114
-2,116
-10% -$257K 0.78% 29
2019
Q4 		$2.82M Buy
20,230
+1,627
+9% +$209K 1.15% 19
2019
Q3 		$2.19M Sell
18,603
-175
-0.9% -$19.8K 0.96% 22
2019
Q2 		$2.1M Buy
18,778
+72
+0.4% +$7.94K 0.91% 23
2019
Q1 		$1.89M Sell
18,706
-159
-0.8% -$16.4K 0.81% 28
2018
Q4 		$1.84M Sell
18,865
-7,980
-30% -$850K 1.26% 18
2018
Q3 		$3.03M Sell
26,845
-258
-1% -$29.3K 1.06% 16
2018
Q2 		$2.82M Sell
27,103
-286
-1% -$31.4K 1.03% 16
2018
Q1 		$3.01M Buy
27,389
+176
+0.6% +$19.9K 1.03% 16
2017
Q4 		$2.91M Sell
27,213
-85
-0.3% -$8.61K 1.09% 15
2017
Q3 		$2.61M Sell
27,298
-1
-0% -$92 1.08% 15
2017
Q2 		$2.5M Buy
27,299
+3,781
+16% +$326K 1.12% 15
2017
Q1 		$2.07M Sell
23,518
-336
-1% -$29.6K 1.05% 14
2016
Q4 		$2.06M Buy
+23,854
New +$1.82M 1.07% 15

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intellectus Partners's JPM Position: Q1 2026 in Review

Intellectus Partners increased its JPMorgan Chase (JPM) stake by 0.86% in Q1 2026, buying an estimated $51K and bringing the position to 19,817 shares worth $5.83M. The position accounts for 1.19% of the portfolio, ranked #16.

Intellectus Partners first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.33M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Intellectus Partners held 19,817 shares of JPMorgan Chase worth $5.83M as of Q1 2026.
  • Intellectus Partners bought 168 JPMorgan Chase shares in Q1 2026, an estimated $51K.
  • JPMorgan Chase made up 1.19% of Intellectus Partners's portfolio in Q1 2026, its #16 holding.
  • Intellectus Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Intellectus Partners's JPMorgan Chase position peaked at $6.33M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.