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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

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Quarterly 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