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JPMorgan Chase & Co. shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $845k 2.7k 315.44
2025-06-30 $683k 2.4k 289.91
2024-12-31 $505k 2.1k 239.69
2024-09-30 $498k 2.4k 210.87
2024-06-30 $399k 2.0k 202.31
2024-03-31 $383k 1.9k 200.34
2022-03-31 $341k 2.5k 136.18
2021-12-31 $481k 3.0k 158.48