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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
2026
Q2 		$912K Sell
2,785
-109
-4% -$33.9K 0.12% 65
2026
Q1 		$851K Buy
2,894
+80
+3% +$24.3K 0.12% 67
2025
Q4 		$907K Buy
2,814
+134
+5% +$41.5K 0.12% 57
2025
Q3 		$845K Buy
2,680
+324
+14% +$96.4K 0.26% 58
2025
Q2 		$683K Buy
2,356
+348
+17% +$88.8K 0.27% 58
2025
Q1 		$492K Sell
2,008
-97
-5% -$24.7K 0.08% 71
2024
Q4 		$505K Sell
2,105
-257
-11% -$59.9K 0.07% 67
2024
Q3 		$498K Buy
2,362
+391
+20% +$82.4K 0.1% 71
2024
Q2 		$399K Buy
1,971
+58
+3% +$11.3K 0.07% 70
2024
Q1 		$383K Buy
1,913
+293
+18% +$52.9K 0.07% 68
2023
Q4 		$276K Buy
+1,620
New +$246K 0.05% 69
2022
Q2 		– Sell
-2,504
Closed -$341K – 68
2022
Q1 		$341K Sell
2,504
-531
-17% -$78.4K 0.19% 55
2021
Q4 		$481K Buy
+3,035
New +$498K 0.09% 50

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 Wealth Partners's JPM Position: Q2 2026 in Review

Insight Wealth Partners reduced its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, selling an estimated $33.9K and leaving 2,785 shares worth $912K. The position accounts for 0.12% of the portfolio, ranked #65.

Insight Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Insight Wealth Partners held 2,785 shares of JPMorgan Chase worth $912K as of Q2 2026.
  • Insight Wealth Partners sold 109 JPMorgan Chase shares in Q2 2026, an estimated $33.9K.
  • JPMorgan Chase made up 0.12% of Insight Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Insight Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.