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Intelligence Driven Advisers’s JPMorgan Chase JPM Stock Holding History

Intelligence Driven Advisers’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
Q2 		$946K Buy
2,890
+827
+40% +$257K 0.15% 55
2026
Q1 		$607K Sell
2,063
-74
-3% -$22.5K 0.11% 61
2025
Q4 		$689K Buy
2,137
+91
+4% +$28.2K 0.1% 60
2025
Q3 		$645K Buy
2,046
+4
+0.2% +$1.19K 0.09% 60
2025
Q2 		$592K Sell
2,042
-33
-2% -$8.42K 0.09% 59
2025
Q1 		$509K Sell
2,075
-821
-28% -$209K 0.1% 56
2024
Q4 		$694K Buy
2,896
+63
+2% +$14.7K 0.13% 46
2024
Q3 		$597K Buy
2,833
+325
+13% +$68.5K 0.09% 61
2024
Q2 		$507K Buy
2,508
+360
+17% +$70.4K 0.07% 64
2024
Q1 		$430K Buy
2,148
+22
+1% +$3.97K 0.06% 59
2023
Q4 		$371K Buy
2,126
+126
+6% +$19.1K 0.06% 60
2023
Q3 		$287K Sell
2,000
-148
-7% -$22.2K 0.05% 69
2023
Q2 		$308K Buy
2,148
+441
+26% +$60.7K 0.05% 67
2023
Q1 		$218K Sell
1,707
-220
-11% -$30.1K 0.04% 84
2022
Q4 		$266K Sell
1,927
-164
-8% -$20.8K 0.05% 79
2022
Q3 		$226K Buy
+2,091
New +$240K 0.05% 100
2022
Q2 		– Sell
-1,733
Closed -$227K – 100
2022
Q1 		$227K Buy
1,733
+6
+0.3% +$886 0.04% 85
2021
Q4 		$253K Buy
1,727
+267
+18% +$43.8K 0.05% 79
2021
Q3 		$246K Buy
1,460
+5
+0.3% +$784 0.06% 73
2021
Q2 		$226K Buy
+1,455
New +$229K 0.04% 84
2020
Q1 		– Sell
-1,639
Closed -$229K – 90
2019
Q4 		$229K Sell
1,639
-104
-6% -$13.3K 0.1% 81
2019
Q3 		$205K Buy
+1,743
New +$197K 0.1% 84
2019
Q2 		– Sell
-2,979
Closed -$302K – 111
2019
Q1 		$302K Buy
2,979
+615
+26% +$63.4K 0.17% 74
2018
Q4 		$231K Buy
+2,364
New +$252K 0.15% 88

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Intelligence Driven Advisers's JPM Position: Q2 2026 in Review

Intelligence Driven Advisers increased its JPMorgan Chase (JPM) stake by 40% in Q2 2026, buying an estimated $257K and bringing the position to 2,890 shares worth $946K. The position accounts for 0.15% of the portfolio, ranked #55.

Intelligence Driven Advisers first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Intelligence Driven Advisers held 2,890 shares of JPMorgan Chase worth $946K as of Q2 2026.
  • Intelligence Driven Advisers bought 827 JPMorgan Chase shares in Q2 2026, an estimated $257K.
  • JPMorgan Chase made up 0.15% of Intelligence Driven Advisers's portfolio in Q2 2026, its #55 holding.
  • Intelligence Driven Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.