Insight Advisors, LLC/ PA

Position in JPM — Jpmorgan Chase & Co

CIK 1844880 Newtown, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,536,159

+$84,480 QoQ

Shares Held

4,693

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#3,213

of 5,056 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Insight Advisors, LLC/ PA holds $5,660,453 across 4 Banks - Diversified names. JPM ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	24,317	$2,009,556
2	JPM	Jpmorgan Chase & Co This page	4,693	$1,536,159
3	BAC	Bank Of America Corp /De/	21,892	$1,247,406
4	C	Citigroup Inc	6,197	$867,332

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,536,159	4,693	-4.9%	Shares	Sole	2026-08-05
2026-03-31	$1,451,679	4,935	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$1,593,700	4,946	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$1,553,177	4,924	-1.5%	Shares	Sole	2025-11-10
2025-06-30	$1,449,260	4,999	+0.8%	Shares	Sole	2025-07-30
2025-03-31	$1,216,197	4,958	+5.0%	Shares	Sole	2025-04-11
2024-12-31	$1,132,150	4,723	+0.5%	Shares	Sole	2025-01-27
2024-09-30	$990,831	4,699	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$954,464	4,719	+0.7%	Shares	Sole	2024-07-15
2024-03-31	$939,006	4,688	+1.7%	Shares	Sole	2024-05-06
2023-12-31	$784,331	4,611	-4.7%	Shares	Sole	2024-01-23
2023-09-30	$701,751	4,839	-0.0%	Shares	Sole	2023-11-07
2023-06-30	$704,075	4,841	+9.7%	Shares	Sole	2023-08-07
2023-03-31	$575,188	4,414	-11.8%	Shares	Sole	2023-05-03
2022-12-31	$671,036	5,004	-1.5%	Shares	Sole	2023-02-21
2022-09-30	$531,069	5,082	-0.2%	Shares	Sole	2022-12-12
2022-06-30	$573,297	5,091	-12.8%	Shares	Sole	2022-08-11
2022-03-31	$796,245	5,841	-17.3%	Shares	Sole	2022-06-02
2021-12-31	$1,118,426	7,063	+0.6%	Shares	Sole	2022-02-09
2021-09-30	$1,149,758	7,024	+8.6%	Shares	Sole	2021-11-12
2021-06-30	$1,005,721	6,466	-0.9%	Shares	Sole	2021-08-12
2021-03-31	$993,300	6,525	+13.3%	Shares	Sole	2021-05-17
2020-12-31	$731,923	5,760	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.