Intelligence Driven Advisers, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1819955 CARLSBAD, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$945,983

+$339,131 QoQ

Shares Held

2,890

+40.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#3,708

of 5,058 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intelligence Driven Advisers, LLC holds $2,879,308 across 5 Banks - Diversified names. JPM ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,890	$945,983
2	WFC	Wells Fargo & Company/Mn	10,552	$872,017
3	C	Citigroup Inc	4,339	$607,286
4	BAC	Bank Of America Corp /De/	4,180	$238,176
5	BCS	Barclays PLC	8,036	$215,846

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,983	2,890	+40.1%	Shares	Sole	2026-08-06
2026-03-31	$606,852	2,063	-3.5%	Shares	Sole	2026-05-15
2025-12-31	$688,584	2,137	+4.4%	Shares	Sole	2026-01-23
2025-09-30	$645,369	2,046	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$591,996	2,042	-1.6%	Shares	Sole	2025-07-09
2025-03-31	$508,997	2,075	-28.3%	Shares	Sole	2025-04-25
2024-12-31	$694,200	2,896	+2.2%	Shares	Sole	2025-01-30
2024-09-30	$597,366	2,833	+13.0%	Shares	Sole	2024-11-06
2024-06-30	$507,268	2,508	+16.8%	Shares	Sole	2024-08-05
2024-03-31	$430,244	2,148	+1.0%	Shares	Sole	2024-05-01
2023-12-31	$361,632	2,126	+6.3%	Shares	Sole	2024-02-06
2023-09-30	$290,040	2,000	-6.9%	Shares	Sole	2023-11-07
2023-06-30	$312,405	2,148	+25.8%	Shares	Sole	2023-07-18
2023-03-31	$222,439	1,707	-11.4%	Shares	Sole	2023-05-11
2022-12-31	$258,410	1,927	-7.8%	Shares	Sole	2023-02-14
2022-09-30	$218,509	2,091	+20.7%	Shares	Sole	2022-10-21
2022-03-31	$236,242	1,733	+0.3%	Shares	Sole	2022-04-25
2021-12-31	$273,470	1,727	+18.3%	Shares	Sole	2022-02-02
2021-09-30	$238,987	1,460	+0.3%	Shares	Sole	2021-10-14
2021-06-30	$226,310	1,455	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.