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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
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 $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 Wealth Partners's JPM Position: Q1 2026 in Review

Insight Wealth Partners increased its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 2,894 shares worth $851K. The position accounts for 0.12% of the portfolio, ranked #67.

Insight Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $907K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Insight Wealth Partners held 2,894 shares of JPMorgan Chase worth $851K as of Q1 2026.
  • Insight Wealth Partners bought 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
  • JPMorgan Chase made up 0.12% of Insight Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Insight Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • Insight Wealth Partners's JPMorgan Chase position peaked at $907K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.