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Insight Advisors’s JPMorgan Chase JPM Stock Holding History

Insight Advisors’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 		$1.54M Sell
4,693
-242
-5% -$75.2K 0.27% 52
2026
Q1 		$1.45M Sell
4,935
-11
-0.2% -$3.34K 0.28% 51
2025
Q4 		$1.59M Buy
4,946
+22
+0.4% +$6.81K 0.24% 71
2025
Q3 		$1.55M Sell
4,924
-75
-2% -$22.3K 0.24% 67
2025
Q2 		$1.45M Buy
4,999
+41
+0.8% +$10.5K 0.23% 66
2025
Q1 		$1.22M Buy
4,958
+235
+5% +$59.9K 0.21% 72
2024
Q4 		$1.13M Buy
4,723
+24
+0.5% +$5.59K 0.19% 83
2024
Q3 		$991K Sell
4,699
-20
-0.4% -$4.21K 0.17% 96
2024
Q2 		$955K Buy
4,719
+31
+0.7% +$6.06K 0.17% 91
2024
Q1 		$939K Buy
4,688
+77
+2% +$13.9K 0.18% 94
2023
Q4 		$784K Sell
4,611
-228
-5% -$34.6K 0.17% 100
2023
Q3 		$702K Sell
4,839
-2
-0% -$300 0.16% 110
2023
Q2 		$704K Buy
4,841
+427
+10% +$58.7K 0.16% 108
2023
Q1 		$575K Sell
4,414
-590
-12% -$80.8K 0.14% 122
2022
Q4 		$676K Sell
5,004
-78
-2% -$9.88K 0.24% 113
2022
Q3 		$531K Sell
5,082
-9
-0.2% -$1.03K 0.21% 124
2022
Q2 		$572K Sell
5,091
-750
-13% -$92.9K 0.19% 132
2022
Q1 		$796K Sell
5,841
-1,222
-17% -$180K 0.24% 116
2021
Q4 		$1.12M Buy
7,063
+39
+0.6% +$6.41K 0.33% 79
2021
Q3 		$1.18M Buy
7,024
+558
+9% +$87.5K 0.35% 77
2021
Q2 		$977K Sell
6,466
-59
-0.9% -$9.27K 0.31% 84
2021
Q1 		$1M Buy
6,525
+765
+13% +$110K 0.32% 81
2020
Q4 		$732K Buy
+5,760
New +$644K 0.28% 97

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Insight Advisors's JPM Position: Q2 2026 in Review

Insight Advisors reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $75.2K and leaving 4,693 shares worth $1.54M. The position accounts for 0.27% of the portfolio, ranked #52.

Insight Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Insight Advisors held 4,693 shares of JPMorgan Chase worth $1.54M as of Q2 2026.
  • Insight Advisors sold 242 JPMorgan Chase shares in Q2 2026, an estimated $75.2K.
  • JPMorgan Chase made up 0.27% of Insight Advisors's portfolio in Q2 2026, its #52 holding.
  • Insight Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's JPMorgan Chase position peaked at $1.59M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.