New Insight Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

New Insight 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
2025 Q2	$809K	Hold
2025 Q1	$684K	Buy
2024 Q4	$617K	Sell
2024 Q3	$548K	Sell
2024 Q2	$618K	Sell
2024 Q1	$672K	Hold
2023 Q4	$571K	Buy