SEC 13F Intelligence

International Assets Investment Management, LLC / JPM

International Assets Investment Management, LLC’s Jpmorgan Chase & Co Position

Does International Assets Investment Management, LLC own Jpmorgan Chase & Co (JPM)? Yes1.26M shares worth $11M (+0.75% of its 13F portfolio) as of Q1 2026, up from 31.2K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
1.26M
% of Portfolio
+0.75%
Quarters Held
15
currently held

Position History JPM

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2.5BQ4 ’20Q1 ’21: $6MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ4 ’21Q4 ’22: $8MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ3 ’24: $1MQ3 ’24Q4 ’24: $10MQ2 ’25: $11MQ2 ’25Q3 ’25: $9MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.26M$11M+0.75%
Q3 202531.2K$9M+0.73%
Q2 20251.58M$11M+0.85%
Q4 20241.58M$10M+0.83%
Q3 20248.95M$1M+2.97%
Q1 2024608.7K$7M+0.74%
Q4 2023323.5K$6M+0.76%
Q4 20221.22M$8M+0.87%
Q4 202122.2K$4M+0.61%
Q3 202158.1K$3M+0.59%
Q2 202179.3K$3M+0.59%
Q1 2021250.4K$6M+0.53%
Q4 2020124.6K$2.5B+0.46%
Q3 2020132.1K$2M+0.39%
Q2 2020136.3K$2M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See International Assets Investment Management, LLC’s full portfolio or all institutional holders of JPM.