Investment Insight Wealth Management, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1737917
North Massapequa, NY
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$828,799
+$81,927 QoQ
Shares Held
2,532
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#3,846
of 5,058 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Investment Insight Wealth Management, LLC holds $1,505,177 across 3 Banks - Diversified names. JPM ranks #1 (55.1% of the industry book) .
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,799 | 2,532 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $746,872 | 2,539 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $817,794 | 2,538 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||