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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
2026
Q2 		$798K Sell
2,437
-66
-3% -$20.5K 0.24% 62
2026
Q1 		$736K Sell
2,503
-112
-4% -$34K 0.26% 59
2025
Q4 		$843K Sell
2,615
-22
-0.8% -$6.81K 0.3% 57
2025
Q3 		$832K Sell
2,637
-153
-5% -$45.5K 0.31% 52
2025
Q2 		$809K Hold
2,790
– – 0.33% 45
2025
Q1 		$684K Buy
2,790
+215
+8% +$54.8K 0.31% 44
2024
Q4 		$617K Sell
2,575
-26
-1% -$6.06K 0.31% 44
2024
Q3 		$548K Sell
2,601
-453
-15% -$95.4K 0.29% 42
2024
Q2 		$618K Sell
3,054
-300
-9% -$58.6K 0.36% 40
2024
Q1 		$672K Hold
3,354
– – 0.42% 41
2023
Q4 		$571K Buy
+3,354
New +$508K 0.38% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

New Insight Wealth Advisors's JPM Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $20.5K and leaving 2,437 shares worth $798K. The position accounts for 0.24% of the portfolio, ranked #62.

New Insight Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $843K in Q4 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New Insight Wealth Advisors held 2,437 shares of JPMorgan Chase worth $798K as of Q2 2026.
  • New Insight Wealth Advisors sold 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Chase made up 0.24% of New Insight Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • New Insight Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's JPMorgan Chase position peaked at $843K in Q4 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.