JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionIntelligence Driven Advisers, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Intelligence Driven Advisers, LLC closes position in JPM / JPMorgan Chase & Co.

On October 9, 2020 - Intelligence Driven Advisers, LLC filed a 13F-HR form disclosing ownership of 0 shares of JPMorgan Chase & Co. (US:JPM) valued at $0 USD as of April 30, 2188. The entity filed a previous 13F-HR on May 15, 2026 disclosing 2,063 shares of JPMorgan Chase & Co.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2020-10-09 2188-04-30 13F JPMORGAN CHASE COM 46625H100 0 -2,063 -100.00 0 -100.00
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,063 -74 -3.46 607 -11.92 0.1058
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,137 91 4.45 689 6.67 0.0985
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,046 4 0.20 645 9.14 0.0895
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,042 -33 -1.59 592 16.34 0.0893
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,075 -821 -28.35 509 -26.80 0.0980
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,896 63 2.22 694 16.25 0.1306
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,833 325 12.96 597 17.75 0.0854
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,508 360 16.76 507 17.91 0.0719
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,148 22 1.03 430 16.22 0.0636
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,126 126 6.30 371 29.37 0.0599
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,000 -148 -6.89 287 -6.84 0.0509
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,148 441 25.83 308 41.47 0.0539
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,707 -220 -11.42 218 -18.11 0.0392
2023-02-14 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,927 -164 -7.84 266 17.26 0.0487
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,927 -164 0 0.0488
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,091 2,091 226 0.0454
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,733 -100.00 0 -100.00
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,733 6 0.35 227 -10.28 0.0415
2022-02-02 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,727 267 18.29 253 2.85 0.0464
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,858 4,398 981 0.0426
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,460 5 0.34 246 8.85 0.0552
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,455 1,193 455.34 226 13.00 0.0439
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 262 262 200 0.0452
2020-09-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,639 -100.00 0 -100.00
2020-09-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,639 -104 -5.97 229 11.71 0.1039
2020-09-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,743 1,743 205 0.0970
2020-09-04 2019-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,979 -100.00 0 -100.00
2020-09-04 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,979 615 26.02 302 30.74 0.1652
2020-09-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,364 2,364 231 0.1463
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.