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Insight Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Insight Wealth Strategies’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 		$3.97M Buy
11,874
+412
+4% +$128K 0.39% 82
2026
Q1 		$3.37M Buy
11,462
+610
+6% +$185K 0.38% 84
2025
Q4 		$3.5M Buy
10,852
+261
+2% +$80.8K 0.4% 81
2025
Q3 		$3.34M Sell
10,591
-13
-0.1% -$3.87K 0.39% 83
2025
Q2 		$3.08M Sell
10,604
-1,438
-12% -$367K 0.39% 77
2025
Q1 		$2.95M Sell
12,042
-284
-2% -$72.4K 0.4% 75
2024
Q4 		$2.95M Sell
12,326
-78
-0.6% -$18.2K 0.4% 77
2024
Q3 		$2.62M Buy
12,404
+166
+1% +$35K 0.34% 74
2024
Q2 		$2.48M Buy
12,238
+206
+2% +$40.3K 0.35% 66
2024
Q1 		$2.41M Sell
12,032
-2,008
-14% -$362K 0.35% 58
2023
Q4 		$2.39M Sell
14,040
-380
-3% -$57.6K 0.39% 46
2023
Q3 		$2.09M Buy
14,420
+1,004
+7% +$151K 0.4% 43
2023
Q2 		$1.95M Buy
13,416
+42
+0.3% +$5.78K 0.37% 43
2023
Q1 		$1.74M Sell
13,374
-448
-3% -$61.4K 0.34% 49
2022
Q4 		$1.85M Buy
13,822
+1,442
+12% +$183K 0.36% 45
2022
Q3 		$1.39M Hold
12,380
– – 0.26% 66
2022
Q2 		$1.39M Buy
12,380
+1,988
+19% +$246K 0.26% 66
2022
Q1 		$1.42M Buy
10,392
+1,715
+20% +$253K 0.21% 82
2021
Q4 		$1.37M Buy
8,677
+1,343
+18% +$221K 0.2% 80
2021
Q3 		$1.2M Buy
7,334
+444
+6% +$69.6K 0.17% 83
2021
Q2 		$1.07M Sell
6,890
-3,862
-36% -$607K 0.15% 90
2021
Q1 		$1.64M Buy
10,752
+3,143
+41% +$452K 0.22% 68
2020
Q4 		$967K Buy
7,609
+180
+2% +$20.1K 0.16% 74
2020
Q3 		$715K Buy
7,429
+2,646
+55% +$260K 0.13% 74
2020
Q2 		$450K Sell
4,783
-5
-0.1% -$474 0.1% 93
2020
Q1 		$431K Sell
4,788
-2,878
-38% -$350K 0.11% 87
2019
Q4 		$1.07M Buy
7,666
+4,470
+140% +$573K 0.23% 77
2019
Q3 		$376K Buy
3,196
+116
+4% +$13.1K 0.09% 138
2019
Q2 		$344K Buy
3,080
+21
+0.7% +$2.31K 0.08% 131
2019
Q1 		$310K Sell
3,059
-2,513
-45% -$259K 0.09% 122
2018
Q4 		$544K Buy
+5,572
New +$594K 0.17% 80

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Insight Wealth Strategies's JPM Position: Q2 2026 in Review

Insight Wealth Strategies increased its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, buying an estimated $128K and bringing the position to 11,874 shares worth $3.97M. The position accounts for 0.39% of the portfolio, ranked #82.

Insight Wealth Strategies first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Insight Wealth Strategies held 11,874 shares of JPMorgan Chase worth $3.97M as of Q2 2026.
  • Insight Wealth Strategies bought 412 JPMorgan Chase shares in Q2 2026, an estimated $128K.
  • JPMorgan Chase made up 0.39% of Insight Wealth Strategies's portfolio in Q2 2026, its #82 holding.
  • Insight Wealth Strategies first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.