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Inspirion Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Inspirion Wealth Advisors’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 		$1.64M Sell
4,914
-54
-1% -$16.8K 0.19% 51
2026
Q1 		$1.46M Sell
4,968
-8
-0.2% -$2.43K 0.18% 53
2025
Q4 		$1.6M Buy
4,976
+2,062
+71% +$638K 0.2% 53
2025
Q3 		$614K Sell
2,914
-1,623
-36% -$483K 0.09% 87
2025
Q2 		$1.32M Buy
4,537
+119
+3% +$30.4K 0.17% 55
2025
Q1 		$1.08M Buy
4,418
+1,504
+52% +$383K 0.15% 60
2024
Q4 		$709K Hold
2,914
– – 0.1% 77
2024
Q3 		$614K Sell
2,914
-175
-6% -$36.9K 0.09% 87
2024
Q2 		$625K Hold
3,089
– – 0.1% 79
2024
Q1 		$619K Buy
3,089
+100
+3% +$18K 0.1% 80
2023
Q4 		$514K Sell
2,989
-681
-19% -$103K 0.09% 86
2023
Q3 		$532K Buy
3,670
+15
+0.4% +$2.25K 0.1% 82
2023
Q2 		$532K Buy
3,655
+348
+11% +$47.9K 0.1% 82
2023
Q1 		$431K Buy
3,307
+252
+8% +$34.5K 0.09% 90
2022
Q4 		$410K Sell
3,055
-105
-3% -$13.3K 0.09% 88
2022
Q3 		$330K Buy
3,160
+185
+6% +$21.2K 0.07% 90
2022
Q2 		$327K Buy
+2,975
New +$369K 0.07% 97
2020
Q1 		– Sell
-1,643
Closed -$229K – 78
2019
Q4 		$229K Buy
+1,643
New +$211K 0.08% 72
2018
Q1 		– Sell
-2,223
Closed -$238K – 75
2017
Q4 		$238K Hold
2,223
– – 0.12% 61
2017
Q3 		$212K Sell
2,223
-72
-3% -$6.64K 0.11% 64
2017
Q2 		$210K Sell
2,295
-125
-5% -$10.8K 0.11% 65
2017
Q1 		$213K Buy
+2,420
New +$213K 0.12% 61

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Inspirion Wealth Advisors's JPM Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $16.8K and leaving 4,914 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #51.

Inspirion Wealth Advisors first reported a position in JPM in Q1 2017 and has held it in 22 quarters since. 2,283 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Inspirion Wealth Advisors held 4,914 shares of JPMorgan Chase worth $1.64M as of Q2 2026.
  • Inspirion Wealth Advisors sold 54 JPMorgan Chase shares in Q2 2026, an estimated $16.8K.
  • JPMorgan Chase made up 0.19% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Inspirion Wealth Advisors first reported a position in JPMorgan Chase in Q1 2017 and has held it in 22 quarters since.
  • 2,283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.