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
Download as csvQuarterly 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 |