Insight 2811 Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $644K | Hold |
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|
2024
Q1 | $638K | Buy |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $252K | Sell |
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|
2018
Q3 | $346K | Buy |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $327K | Sell |
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|
2017
Q3 | $301K | Buy |
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|
2017
Q2 | $274K | Sell |
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|
2017
Q1 | $267K | Buy |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $335K | Sell |
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|
2016
Q2 | $362K | Buy |
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|
2016
Q1 | $259K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $473K | Hold |
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|
2015
Q2 | $526K | Sell |
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|
2015
Q1 | $488K | Buy |
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|
2014
Q4 | $452K | Hold |
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|
2014
Q3 | $435K | Buy |
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|
2014
Q2 | $364K | Buy |
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|
2014
Q1 | $314K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $106K | Buy |
|