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Insight Wealth Strategies, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Wealth Strategies, LLC on JPM, newest first. How the timeline and the estimate are built.

Insight Wealth Strategies, LLC held 12,007 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,007 shares
    Change vs previous 13F +133 shares

    0.39% of the 13F portfolio, value $3,972,301.

    13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,874 shares
    Change vs previous 13F +412 shares

    0.39% of the 13F portfolio, value $3,966,742.

    13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,462 shares
    Change vs previous 13F +610 shares

    0.38% of the 13F portfolio, value $3,371,677.

    13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 10,852 shares
    Change vs previous 13F +261 shares

    0.4% of the 13F portfolio, value $3,496,629.

    13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 10,591 shares
    Change vs previous 13F -13 shares

    0.39% of the 13F portfolio, value $3,340,634.

    13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 10,604 shares
    Change vs previous 13F -1,438 shares

    0.39% of the 13F portfolio, value $3,079,573.

    13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,042 shares
    Change vs previous 13F -284 shares

    0.4% of the 13F portfolio, value $2,953,845.

    13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 12,326 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,954,587.

    13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).