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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight Advisors's JPM Position: Q1 2026 in Review

Insight Advisors reduced its JPMorgan Chase (JPM) stake by 0.22% in Q1 2026, selling an estimated $3.34K and leaving 4,935 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #51.

Insight Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.59M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Insight Advisors held 4,935 shares of JPMorgan Chase worth $1.45M as of Q1 2026.
  • Insight Advisors sold 11 JPMorgan Chase shares in Q1 2026, an estimated $3.34K.
  • JPMorgan Chase made up 0.28% of Insight Advisors's portfolio in Q1 2026, its #51 holding.
  • Insight Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's JPMorgan Chase position peaked at $1.59M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.