Insight Advisors
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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
Q3 		$1.36M Sell
4,101
-592
-13% -$207K 0.24% 57
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% -$9.9K 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% +$6.4K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Insight Advisors's JPM Position: Q3 2026 in Review

Insight Advisors reduced its JPMorgan Chase (JPM) stake by 13% in Q3 2026, selling an estimated $207K and leaving 4,101 shares worth $1.36M. The position accounts for 0.24% of the portfolio, ranked #57.

Insight Advisors first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Insight Advisors held 4,101 shares of JPMorgan Chase worth $1.36M as of Q3 2026.
  • Insight Advisors sold 592 JPMorgan Chase shares in Q3 2026, an estimated $207K.
  • JPMorgan Chase made up 0.24% of Insight Advisors's portfolio in Q3 2026, its #57 holding.
  • Insight Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's JPMorgan Chase position peaked at $1.59M in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.