JPMorgan Chase & Co. shares owned by New Insight Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by New Insight Wealth Advisors
from 13F filings
Historical chart of New Insight Wealth Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by New Insight Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 2.6k | 315.43 |
| 2025-06-30 | $809k | 2.8k | 289.95 |
| 2025-03-31 | $684k | 2.8k | 245.28 |
| 2024-12-31 | $617k | 2.6k | 239.73 |
| 2024-09-30 | $548k | 2.6k | 210.83 |
| 2024-06-30 | $618k | 3.1k | 202.26 |
| 2024-03-31 | $672k | 3.4k | 200.30 |
| 2023-12-31 | $571k | 3.4k | 170.10 |
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