Intellectus Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1677253 SAN FRANCISCO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,590,462

+$761,094 QoQ

Shares Held

20,134

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,837

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $11,159,848 across 5 Banks - Diversified names. JPM ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	20,134	$6,590,462
2	BAC	Bank Of America Corp /De/	44,143	$2,515,268
3	C	Citigroup Inc	9,511	$1,331,159
4	WFC	Wells Fargo & Company/Mn	5,945	$491,294
5	BNY	Bank of New York Mellon Corp	1,602	$231,665

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,590,462	20,134	+1.6%	Shares	Sole	2026-08-12
2026-03-31	$5,829,368	19,817	+0.9%	Shares	Sole	2026-04-10
2025-12-31	$6,331,300	19,649	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$6,178,327	19,587	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$5,671,509	19,563	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$4,791,690	19,534	-1.3%	Shares	Sole	2025-04-11
2024-12-31	$4,745,059	19,795	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$4,168,069	19,767	+2.6%	Shares	Sole	2024-11-06
2024-06-30	$3,896,943	19,267	-10.4%	Shares	Sole	2024-07-18
2024-03-31	$4,308,453	21,510	-0.2%	Shares	Sole	2024-05-03
2023-12-31	$3,664,804	21,545	+1.5%	Shares	Sole	2024-02-05
2023-09-30	$3,079,644	21,236	-3.4%	Shares	Sole	2023-10-25
2023-06-30	$3,197,934	21,988	+1.0%	Shares	Sole	2023-07-31
2023-03-31	$2,836,197	21,765	+0.9%	Shares	Sole	2023-05-04
2022-12-31	$2,891,464	21,562	+0.3%	Shares	Sole	2023-02-02
2022-09-30	$2,247,063	21,503	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$2,284,631	20,288	+3.2%	Shares	Sole	2022-08-12
2022-03-31	$2,679,505	19,656	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$3,093,525	19,536	-6.0%	Shares	Sole	2022-02-14
2021-09-30	$3,401,641	20,781	+0.2%	Shares	Sole	2021-11-16
2021-06-30	$3,226,521	20,744	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$3,181,607	20,900	+5.5%	Shares	Sole	2021-05-17
2020-12-31	$2,517,383	19,811	+2.8%	Shares	Sole	2021-02-18
2020-09-30	$1,855,796	19,277	-3.6%	Shares	Sole	2020-11-16
2020-06-30	$1,881,294	20,001	+10.4%	Shares	Sole	2020-08-14
2020-03-31	$1,630,803	18,114	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.