I2I
Insight 2811 Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
3,292
+115
| +4% | +$33.3K | 0.45% | 25 |
|
|
2025
Q1 | $779K | Sell |
3,177
-19
| -0.6% | -$4.66K | 0.4% | 31 |
|
|
2024
Q4 | $766K | Buy |
3,196
+10
| +0.3% | +$2.4K | 0.39% | 29 |
|
|
2024
Q3 | $672K | Hold |
3,186
| – | – | 0.33% | 35 |
|
|
2024
Q2 | $644K | Hold |
3,186
| – | – | 0.33% | 34 |
|
|
2024
Q1 | $638K | Buy |
3,186
+13
| +0.4% | +$2.6K | 0.33% | 38 |
|
|
2023
Q4 | $540K | Sell |
3,173
-253
| -7% | -$43K | 0.29% | 38 |
|
|
2023
Q3 | $497K | Sell |
3,426
-72
| -2% | -$10.4K | 0.28% | 40 |
|
|
2023
Q2 | $509K | Sell |
3,498
-1,051
| -23% | -$153K | 0.28% | 43 |
|
|
2023
Q1 | $593K | Sell |
4,549
-84
| -2% | -$10.9K | 0.37% | 33 |
|
|
2022
Q4 | $621K | Buy |
4,633
+1,575
| +52% | +$211K | 0.38% | 33 |
|
|
2022
Q3 | $320K | Buy |
3,058
+604
| +25% | +$63.2K | 0.22% | 57 |
|
|
2022
Q2 | $276K | Buy |
2,454
+312
| +15% | +$35.1K | 0.18% | 64 |
|
|
2022
Q1 | $292K | Buy |
2,142
+50
| +2% | +$6.82K | 0.17% | 67 |
|
|
2021
Q4 | $331K | Buy |
2,092
+746
| +55% | +$118K | 0.19% | 60 |
|
|
2021
Q3 | $220K | Sell |
1,346
-717
| -35% | -$117K | 0.13% | 67 |
|
|
2021
Q2 | $321K | Buy |
2,063
+46
| +2% | +$7.16K | 0.18% | 60 |
|
|
2021
Q1 | $307K | Hold |
2,017
| – | – | 0.18% | 55 |
|
|
2020
Q4 | $256K | Sell |
2,017
-189
| -9% | -$24K | 0.15% | 60 |
|
|
2020
Q3 | $212K | Sell |
2,206
-660
| -23% | -$63.4K | 0.13% | 57 |
|
|
2020
Q2 | $281K | Buy |
2,866
+361
| +14% | +$35.4K | 0.19% | 45 |
|
|
2020
Q1 | $226K | Sell |
2,505
-404
| -14% | -$36.4K | 0.17% | 49 |
|
|
2019
Q4 | $406K | Sell |
2,909
-245
| -8% | -$34.2K | 0.27% | 52 |
|
|
2019
Q3 | $371K | Sell |
3,154
-453
| -13% | -$53.3K | 0.26% | 58 |
|
|
2019
Q2 | $407K | Buy |
3,607
+857
| +31% | +$96.7K | 0.29% | 56 |
|
|
2019
Q1 | $278K | Buy |
2,750
+165
| +6% | +$16.7K | 0.21% | 72 |
|
|
2018
Q4 | $252K | Sell |
2,585
-477
| -16% | -$46.5K | 0.21% | 70 |
|
|
2018
Q3 | $346K | Buy |
3,062
+2
| +0.1% | +$226 | 0.23% | 69 |
|
|
2018
Q2 | $319K | Buy |
3,060
+2
| +0.1% | +$208 | 0.22% | 65 |
|
|
2018
Q1 | $336K | Buy |
3,058
+3
| +0.1% | +$330 | 0.24% | 62 |
|
|
2017
Q4 | $327K | Sell |
3,055
-98
| -3% | -$10.5K | 0.24% | 57 |
|
|
2017
Q3 | $301K | Buy |
3,153
+154
| +5% | +$14.7K | 0.22% | 60 |
|
|
2017
Q2 | $274K | Sell |
2,999
-36
| -1% | -$3.29K | 0.21% | 64 |
|
|
2017
Q1 | $267K | Buy |
3,035
+3
| +0.1% | +$264 | 0.2% | 64 |
|
|
2016
Q4 | $262K | Sell |
3,032
-1,997
| -40% | -$173K | 0.21% | 58 |
|
|
2016
Q3 | $335K | Sell |
5,029
-802
| -14% | -$53.4K | 0.21% | 67 |
|
|
2016
Q2 | $362K | Buy |
5,831
+1,454
| +33% | +$90.3K | 0.14% | 88 |
|
|
2016
Q1 | $259K | Buy |
+4,377
| New | +$259K | 0.1% | 98 |
|
|
2015
Q4 | – | Sell |
-7,757
| Closed | -$473K | – | 108 |
|
|
2015
Q3 | $473K | Hold |
7,757
| – | – | 0.28% | 70 |
|
|
2015
Q2 | $526K | Sell |
7,757
-300
| -4% | -$20.3K | 0.25% | 77 |
|
|
2015
Q1 | $488K | Buy |
8,057
+839
| +12% | +$50.8K | 0.23% | 84 |
|
|
2014
Q4 | $452K | Hold |
7,218
| – | – | 0.22% | 77 |
|
|
2014
Q3 | $435K | Buy |
7,218
+900
| +14% | +$54.2K | 0.19% | 84 |
|
|
2014
Q2 | $364K | Buy |
6,318
+1,138
| +22% | +$65.6K | 0.15% | 91 |
|
|
2014
Q1 | $314K | Buy |
+5,180
| New | +$314K | 0.13% | 99 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$106K | – | 129 |
|
|
2013
Q2 | $106K | Buy |
+2,000
| New | +$106K | 0.06% | 121 |
|