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

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