JP Morgan Chase
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JP Morgan Chase’s Inter&Co INTR Stock Holding History

JP Morgan Chase’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.67M Sell
479,900
-29,904
-6% -$260K ﹤0.01% 3606
2025
Q4 		$4.32M Sell
509,804
-613,339
-55% -$5.42M ﹤0.01% 3444
2025
Q3 		$10.4M Buy
1,123,143
+1,121,566
+71,120% +$8.81M ﹤0.01% 2684
2025
Q2 		$11.7K Sell
1,577
-22,813
-94% -$152K ﹤0.01% 6280
2025
Q1 		$134K Sell
24,390
-608,573
-96% -$3.16M ﹤0.01% 5426
2024
Q4 		$2.67M Sell
632,963
-614,943
-49% -$3.45M ﹤0.01% 3928
2024
Q3 		$8.31M Buy
+1,247,906
New +$8.62M ﹤0.01% 2761
2024
Q2 		– Sell
-17,637
Closed -$101K – 7562
2024
Q1 		$101K Buy
+17,637
New +$96.7K ﹤0.01% 5674

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return