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JPMorgan Chase & Co. shares owned by Intellus Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Intellus Advisors from 13F filings

Historical chart of Intellus Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Intellus Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Intellus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 65k 315.43
2025-06-30 $19M 66k 289.91
2025-03-31 $16M 66k 245.30

More positions owned by Intellus Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Gold Tr Ishares Ishares New (IAU)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jpmorgan U.s. Quality Factor Etf Us Qualty Fctr (JQUA)
American Century Quality Diversified International Etf Quality Divrsfed (QINT)
Hartford Multifactor Developed Markets Hartford Mlt Etf (RODM)
J P Morgan Etf Active Value Etf Active Value Etf (JAVA)
First Trust Value Line Dividend Index Fund SHS (FVD)
Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD)
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)
Apple (AAPL)
Wheaton Precious Metals Corp (WPM)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Franco-Nevada Corporation (FNV)
JPMorgan Chase & Co. (JPM)

View all positions for Intellus Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.