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Disclosery

Intellus Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intellus Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Intellus Advisors LLC held 63,033 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,033 shares
    Change vs previous 13F -701 shares

    2.51% of the 13F portfolio, value $20,632,572.

    13F-HR 0001765380-26-000367 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,734 shares
    Change vs previous 13F -404 shares

    2.56% of the 13F portfolio, value $18,747,894.

    13F-HR 0001765380-26-000185 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,138 shares
    Change vs previous 13F -1,056 shares

    2.74% of the 13F portfolio, value $20,666,669.

    13F-HR 0001765380-26-000073 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,194 shares
    Change vs previous 13F -317 shares

    2.81% of the 13F portfolio, value $20,564,178.

    13F-HR 0001765380-25-000481 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,511 shares
    Change vs previous 13F -726 shares

    2.83% of the 13F portfolio, value $18,992,249.

    13F-HR 0001765380-25-000357 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,237 shares
    Change vs previous 13F -764 shares

    2.84% of the 13F portfolio, value $16,247,820.

    13F-HR 0001765380-25-000176 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,001 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $16,060,874.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).