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Insigneo Advisory Services’s JPMorgan Chase JPM Stock Holding History

Insigneo Advisory Services’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 		$10.4M Buy
35,286
+369
+1% +$112K 0.74% 18
2025
Q4 		$11.3M Buy
34,917
+1,143
+3% +$354K 0.81% 20
2025
Q3 		$10.7M Sell
33,774
-227
-0.7% -$67.5K 0.75% 21
2025
Q2 		$9.86M Buy
34,001
+1,798
+6% +$459K 0.85% 18
2025
Q1 		$7.9M Sell
32,203
-184
-0.6% -$46.9K 0.82% 17
2024
Q4 		$7.76M Sell
32,387
-779
-2% -$181K 0.8% 16
2024
Q3 		$6.99M Sell
33,166
-2,119
-6% -$446K 0.71% 17
2024
Q2 		$6.88M Sell
35,285
-4,019
-10% -$786K 0.77% 17
2024
Q1 		$7.87M Buy
39,304
+634
+2% +$114K 0.94% 14
2023
Q4 		$6.58M Buy
38,670
+3,865
+11% +$586K 0.93% 16
2023
Q3 		$5.05M Buy
34,805
+2,640
+8% +$396K 1.03% 15
2023
Q2 		$4.68M Buy
32,165
+15,913
+98% +$2.19M 0.9% 15
2023
Q1 		$2.11M Sell
16,252
-7,566
-32% -$1.04M 0.67% 25
2022
Q4 		$3.19M Buy
+23,818
New +$3.02M 1.21% 11

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

Insigneo Advisory Services's JPM Position: Q1 2026 in Review

Insigneo Advisory Services increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $112K and bringing the position to 35,286 shares worth $10.4M. The position accounts for 0.74% of the portfolio, ranked #18.

Insigneo Advisory Services first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Insigneo Advisory Services held 35,286 shares of JPMorgan Chase worth $10.4M as of Q1 2026.
  • Insigneo Advisory Services bought 369 JPMorgan Chase shares in Q1 2026, an estimated $112K.
  • JPMorgan Chase made up 0.74% of Insigneo Advisory Services's portfolio in Q1 2026, its #18 holding.
  • Insigneo Advisory Services first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's JPMorgan Chase position peaked at $11.3M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.