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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
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

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Eafe Etf Call Option (EFA)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Tips Bd Etf (TIP)
NVIDIA Corporation (NVDA)
Powershares Actively Managed Total Return (GTO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Insight Wealth Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.