Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$911,614
+$60,315 QoQ
Shares Held
2,785
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,749
of 5,058 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Insight Wealth Partners, LLC holds $1,260,254 across 2 Banks - Diversified names. JPM ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,785 | $911,614 | |
| 2 | C |
Citigroup Inc
|
2,491 | $348,640 |
All Filings in JPM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,614 | 2,785 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $851,299 | 2,894 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $906,727 | 2,814 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $845,352 | 2,680 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $683,027 | 2,356 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $492,562 | 2,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $504,589 | 2,105 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $498,051 | 2,362 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $398,654 | 1,971 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $383,173 | 1,913 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $275,562 | 1,620 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $341,345 | 2,504 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $480,592 | 3,035 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||