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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Insight Wealth Advisors's JPM Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.3% in Q1 2026, selling an estimated $34K and leaving 2,503 shares worth $736K. The position accounts for 0.26% of the portfolio, ranked #59.

New Insight Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $843K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

New Insight Wealth Advisors held 2,503 shares of JPMorgan Chase worth $736K as of Q1 2026.
New Insight Wealth Advisors sold 112 JPMorgan Chase shares in Q1 2026, an estimated $34K.
JPMorgan Chase made up 0.26% of New Insight Wealth Advisors's portfolio in Q1 2026, its #59 holding.
New Insight Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's JPMorgan Chase position peaked at $843K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.