Insight Wealth Partners
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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
Q3 		$823K Sell
2,487
-298
-11% -$104K 0.11% 74
2026
Q2 		$912K Sell
2,785
-109
-4% -$33.8K 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

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
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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Wealth Partners's JPM Position: Q3 2026 in Review

Insight Wealth Partners reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $104K and leaving 2,487 shares worth $823K. The position accounts for 0.11% of the portfolio, ranked #74.

Insight Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $912K in Q2 2026. 2,158 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Insight Wealth Partners held 2,487 shares of JPMorgan Chase worth $823K as of Q3 2026.
  • Insight Wealth Partners sold 298 JPMorgan Chase shares in Q3 2026, an estimated $104K.
  • JPMorgan Chase made up 0.11% of Insight Wealth Partners's portfolio in Q3 2026, its #74 holding.
  • Insight Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
  • Insight Wealth Partners's JPMorgan Chase position peaked at $912K in Q2 2026.
  • 2,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.