Intrinsic Value Partners, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1910364 PHOENIX, AZ

Position in JPM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$632,401

+$34,668 QoQ

Shares Held

1,932

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#4,081

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $6,659,231 across 5 Banks - Diversified names. JPM ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	24,074	$3,481,341
2	WFC	Wells Fargo & Company/Mn	13,547	$1,119,524
3	C	Citigroup Inc	5,235	$732,690
4	BAC	Bank Of America Corp /De/	12,167	$693,275
5	JPM	Jpmorgan Chase & Co This page	1,932	$632,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,401	1,932	-4.9%	Shares	Sole	2026-07-14
2026-03-31	$597,733	2,032	-6.6%	Shares	Sole	2026-04-28
2025-12-31	$700,828	2,175	0.0%	Shares	Sole	2026-01-21
2025-09-30	$686,060	2,175	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$633,453	2,185	+0.7%	Shares	Sole	2025-07-21
2025-03-31	$532,055	2,169	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$518,253	2,162	0.0%	Shares	Sole	2025-01-30
2024-09-30	$455,879	2,162	-4.2%	Shares	Sole	2024-11-04
2024-06-30	$456,500	2,257	0.0%	Shares	Sole	2024-07-25
2024-03-31	$452,077	2,257	0.0%	Shares	Sole	2024-04-22
2023-12-31	$383,915	2,257	0.0%	Shares	Sole	2024-02-07
2023-09-30	$327,310	2,257	0.0%	Shares	Sole	2023-10-17
2023-06-30	$328,258	2,257	0.0%	Shares	Sole	2023-08-02
2023-03-31	$294,109	2,257	0.0%	Shares	Sole	2023-04-18
2022-12-31	$302,663	2,257	-14.2%	Shares	Sole	2023-01-12
2022-09-30	$275,044	2,632	0.0%	Shares	Sole	2022-10-14
2022-06-30	$296,389	2,632	-2.6%	Shares	Sole	2022-07-18
2022-03-31	$368,336	2,702	-1.1%	Shares	Sole	2022-04-28
2021-12-31	$432,612	2,732	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.