Intrinsic Value Partners’s JPMorgan Chase JPM Stock Holding History

Intrinsic Value 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 Q2	$632K	Sell	1,932 -100	-5%	-$31.1K	0.43%	47
2026 Q1	$598K	Sell	2,032 -143	-7%	-$43.4K	0.46%	46
2025 Q4	$701K	Hold	2,175	–	–	0.53%	40
2025 Q3	$686K	Sell	2,175 -10	-0.5%	-$2.97K	0.56%	40
2025 Q2	$634K	Buy	2,185 +16	+0.7%	+$4.08K	0.56%	40
2025 Q1	$532K	Buy	2,169 +7	+0.3%	+$1.78K	0.53%	41
2024 Q4	$518K	Hold	2,162	–	–	0.52%	42
2024 Q3	$456K	Sell	2,162 -95	-4%	-$20K	0.46%	47
2024 Q2	$457K	Hold	2,257	–	–	0.48%	42
2024 Q1	$452K	Hold	2,257	–	–	0.48%	42
2023 Q4	$384K	Hold	2,257	–	–	0.45%	42
2023 Q3	$327K	Hold	2,257	–	–	0.42%	43
2023 Q2	$328K	Hold	2,257	–	–	0.41%	44
2023 Q1	$294K	Hold	2,257	–	–	0.4%	49
2022 Q4	$303K	Sell	2,257 -375	-14%	-$47.5K	0.41%	46
2022 Q3	$275K	Hold	2,632	–	–	0.38%	47
2022 Q2	$296K	Sell	2,632 -70	-3%	-$8.67K	0.38%	43
2022 Q1	$368K	Sell	2,702 -30	-1%	-$4.43K	0.39%	38
2021 Q4	$433K	Buy	+2,732	New	+$449K	0.46%	34

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Intrinsic Value Partners's JPM Position: Q2 2026 in Review

Intrinsic Value Partners reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $31.1K and leaving 1,932 shares worth $632K. The position accounts for 0.43% of the portfolio, ranked #47.

Intrinsic Value Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $701K in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Intrinsic Value Partners held 1,932 shares of JPMorgan Chase worth $632K as of Q2 2026.
Intrinsic Value Partners sold 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
JPMorgan Chase made up 0.43% of Intrinsic Value Partners's portfolio in Q2 2026, its #47 holding.
Intrinsic Value Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Intrinsic Value Partners's JPMorgan Chase position peaked at $701K in Q4 2025.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.