CUSIP 46654Q708ACTIVE SM CP VALJPSVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 200.0K | $11.60M | 0 | Held |
| 2 | Geneos Wealth Management Inc. | 149.3K | $8.66M | +10.0K | Added |
| 3 | Opal Capital LLC | 5.6K | $358.5K | +5.6K | New Position |
| 4 | Royal Bank Of Canada | 3.2K | $187.0K |
| +198 |
| Added |
| 5 | Osaic Holdings, Inc. | 1.1K | $63.7K | −86 | Reduced |
| 6 | International Assets Investment Management, LLC | 67 | $3.9K | +67 | New |
| 7 | Ubs Group AG | 31 | $1.8K | −237 | Reduced |