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Insight Wealth Partners, LLC → JPM-PM
Insight Wealth Partners, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$3.3M
Q3 2026
Peak value
$14M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $845K |
| Q3 2025 | $13.2M |
| Q4 2025 | $907K |
| Q4 2025 | $13.6M |
| Q1 2026 | $851K |
| Q1 2026 | $14M |
| Q2 2026 | $912K |
| Q2 2026 | $12.1M |
| Q2 2026 | $2.8M |
| Q3 2026 | $823K |
| Q3 2026 | $11.1M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 64.5K | — | — |
| Q3 2026 | $11.1M | 221.0K | — | — |
| Q3 2026 | $823K | 2.5K | — | — |
| Q2 2026 | $2.8M | 53.3K | — | — |
| Q2 2026 | $12.1M | 240.1K | — | — |
| Q2 2026 | $912K | 2.8K | — | — |
| Q1 2026 | $14M | 276.2K | — | — |
| Q1 2026 | $851K | 2.9K | — | — |
| Q4 2025 | $13.6M | 268.2K | — | — |
| Q4 2025 | $907K | 2.8K | — | — |
| Q3 2025 | $13.2M | 261.0K | — | — |
| Q3 2025 | $845K | 2.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B