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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
Q3 		$1.04M Buy
3,145
+255
+9% +$89.2K 0.18% 50
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Intelligence Driven Advisers's JPM Position: Q3 2026 in Review

Intelligence Driven Advisers increased its JPMorgan Chase (JPM) stake by 8.8% in Q3 2026, buying an estimated $89.2K and bringing the position to 3,145 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #50.

Intelligence Driven Advisers first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Intelligence Driven Advisers held 3,145 shares of JPMorgan Chase worth $1.04M as of Q3 2026.
  • Intelligence Driven Advisers bought 255 JPMorgan Chase shares in Q3 2026, an estimated $89.2K.
  • JPMorgan Chase made up 0.18% of Intelligence Driven Advisers's portfolio in Q3 2026, its #50 holding.
  • Intelligence Driven Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.