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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
Q3 		$3.97M Buy
12,007
+133
+1% +$46.5K 0.39% 81
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Insight Wealth Strategies increased its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, buying an estimated $46.5K and bringing the position to 12,007 shares worth $3.97M. The position accounts for 0.39% of the portfolio, ranked #81.

Insight Wealth Strategies first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Insight Wealth Strategies held 12,007 shares of JPMorgan Chase worth $3.97M as of Q3 2026.
  • Insight Wealth Strategies bought 133 JPMorgan Chase shares in Q3 2026, an estimated $46.5K.
  • JPMorgan Chase made up 0.39% of Insight Wealth Strategies's portfolio in Q3 2026, its #81 holding.
  • Insight Wealth Strategies first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.