Insight Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Insight Wealth Partners’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
2025 Q2	$683K	Buy
2025 Q1	$492K	Sell
2024 Q4	$505K	Sell
2024 Q3	$498K	Buy
2024 Q2	$399K	Buy
2024 Q1	$383K	Buy
2023 Q4	$276K	Buy
2022 Q2	–	Sell
2022 Q1	$341K	Sell
2021 Q4	$481K	Buy