JPMorgan Chase & Co. shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 11k | 315.42 |
| 2025-06-30 | $3.1M | 11k | 290.42 |
| 2025-03-31 | $3.0M | 12k | 245.30 |
| 2024-12-31 | $3.0M | 12k | 239.70 |
| 2024-09-30 | $2.6M | 12k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.26 |
| 2024-03-31 | $2.4M | 12k | 200.30 |
| 2023-12-31 | $2.4M | 14k | 170.10 |
| 2023-09-30 | $2.1M | 14k | 145.02 |
| 2023-06-30 | $2.0M | 13k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.4M | 12k | 112.60 |
| 2022-06-30 | $1.4M | 12k | 112.60 |
| 2022-03-31 | $1.4M | 10k | 136.35 |
| 2021-12-31 | $1.4M | 8.7k | 158.35 |
| 2021-09-30 | $1.2M | 7.3k | 163.62 |
| 2021-06-30 | $1.1M | 6.9k | 155.59 |
| 2021-03-31 | $1.6M | 11k | 152.25 |
| 2020-12-31 | $967k | 7.6k | 127.09 |
| 2020-09-30 | $715k | 7.4k | 96.24 |
| 2020-06-30 | $450k | 4.8k | 94.08 |
| 2020-03-31 | $431k | 4.8k | 90.02 |
| 2019-12-31 | $1.1M | 7.7k | 139.45 |
| 2019-09-30 | $376k | 3.2k | 117.65 |
| 2019-06-30 | $344k | 3.1k | 111.69 |
| 2019-03-31 | $310k | 3.1k | 101.34 |
| 2018-12-31 | $544k | 5.6k | 97.63 |