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Inlight Wealth Management’s JPMorgan Chase JPM Stock Holding History

Inlight Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Buy
+824
New +$256K 0.09% 43
2026
Q1 		– Sell
-427
Closed -$138K – 133
2025
Q4 		$138K Hold
427
– – 0.05% 61
2025
Q3 		$135K Hold
427
– – 0.06% 61
2025
Q2 		$124K Hold
427
– – 0.06% 63
2025
Q1 		$105K Buy
+427
New +$109K 0.06% 68

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Inlight Wealth Management's JPM Position: Q2 2026 in Review

Inlight Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 824 shares worth $270K. The stake represents 0.09% of the portfolio and ranks #43 among its holdings. This is a return to the name: Inlight Wealth Management previously reported a position in JPM as recently as Q4 2025.

Inlight Wealth Management first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Inlight Wealth Management held 824 shares of JPMorgan Chase worth $270K as of Q2 2026.
  • JPMorgan Chase was a new Inlight Wealth Management position in Q2 2026.
  • JPMorgan Chase made up 0.09% of Inlight Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Inlight Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • 3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.