IWP
Insight Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
2,356
+348
| +17% | +$101K | 0.27% | 57 |
|
|
2025
Q1 | $492K | Sell |
2,008
-97
| -5% | -$23.8K | 0.08% | 68 |
|
|
2024
Q4 | $505K | Sell |
2,105
-257
| -11% | -$61.6K | 0.07% | 63 |
|
|
2024
Q3 | $498K | Buy |
2,362
+391
| +20% | +$82.5K | 0.1% | 67 |
|
|
2024
Q2 | $399K | Buy |
1,971
+58
| +3% | +$11.7K | 0.07% | 66 |
|
|
2024
Q1 | $383K | Buy |
1,913
+293
| +18% | +$58.7K | 0.07% | 64 |
|
|
2023
Q4 | $276K | Buy |
+1,620
| New | +$276K | 0.05% | 65 |
|
|
2022
Q2 | – | Sell |
-2,504
| Closed | -$341K | – | 67 |
|
|
2022
Q1 | $341K | Sell |
2,504
-531
| -17% | -$72.3K | 0.19% | 53 |
|
|
2021
Q4 | $481K | Buy |
+3,035
| New | +$481K | 0.09% | 47 |
|