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Insight 2811 Inc’s JPMorgan Chase JPM Stock Holding History

Insight 2811 Inc’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.36M Buy
4,615
+755
+20% +$229K 0.57% 23
2025
Q4 		$1.24M Buy
3,860
+593
+18% +$184K 0.55% 23
2025
Q3 		$1.03M Sell
3,267
-25
-0.8% -$7.43K 0.46% 27
2025
Q2 		$954K Buy
3,292
+115
+4% +$29.3K 0.45% 25
2025
Q1 		$779K Sell
3,177
-19
-0.6% -$4.84K 0.4% 31
2024
Q4 		$766K Buy
3,196
+10
+0.3% +$2.33K 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% +$2.35K 0.33% 38
2023
Q4 		$540K Sell
3,173
-253
-7% -$38.3K 0.29% 38
2023
Q3 		$497K Sell
3,426
-72
-2% -$10.8K 0.28% 40
2023
Q2 		$509K Sell
3,498
-1,051
-23% -$145K 0.28% 43
2023
Q1 		$593K Sell
4,549
-84
-2% -$11.5K 0.37% 33
2022
Q4 		$621K Buy
4,633
+1,575
+52% +$200K 0.38% 33
2022
Q3 		$320K Buy
3,058
+604
+25% +$69.3K 0.22% 58
2022
Q2 		$276K Buy
2,454
+312
+15% +$38.7K 0.18% 65
2022
Q1 		$292K Buy
2,142
+50
+2% +$7.38K 0.17% 67
2021
Q4 		$331K Buy
2,092
+746
+55% +$123K 0.19% 60
2021
Q3 		$220K Sell
1,346
-717
-35% -$112K 0.13% 67
2021
Q2 		$321K Buy
2,063
+46
+2% +$7.22K 0.18% 60
2021
Q1 		$307K Hold
2,017
– – 0.18% 55
2020
Q4 		$256K Sell
2,017
-189
-9% -$21.1K 0.15% 60
2020
Q3 		$212K Sell
2,206
-660
-23% -$64.8K 0.13% 57
2020
Q2 		$281K Buy
2,866
+361
+14% +$34.3K 0.19% 45
2020
Q1 		$226K Sell
2,505
-404
-14% -$49.1K 0.17% 49
2019
Q4 		$406K Sell
2,909
-245
-8% -$31.4K 0.27% 52
2019
Q3 		$371K Sell
3,154
-453
-13% -$51.2K 0.26% 58
2019
Q2 		$407K Buy
3,607
+857
+31% +$94.5K 0.29% 56
2019
Q1 		$278K Buy
2,750
+165
+6% +$17K 0.21% 72
2018
Q4 		$252K Sell
2,585
-477
-16% -$50.8K 0.21% 70
2018
Q3 		$346K Buy
3,062
+2
+0.1% +$227 0.23% 69
2018
Q2 		$319K Buy
3,060
+2
+0.1% +$219 0.22% 65
2018
Q1 		$336K Buy
3,058
+3
+0.1% +$340 0.24% 62
2017
Q4 		$327K Sell
3,055
-98
-3% -$9.92K 0.24% 57
2017
Q3 		$301K Buy
3,153
+154
+5% +$14.2K 0.22% 60
2017
Q2 		$274K Sell
2,999
-36
-1% -$3.11K 0.21% 64
2017
Q1 		$267K Buy
3,035
+3
+0.1% +$265 0.2% 64
2016
Q4 		$262K Sell
3,032
-1,997
-40% -$152K 0.21% 58
2016
Q3 		$335K Sell
5,029
-802
-14% -$52.3K 0.21% 67
2016
Q2 		$362K Buy
5,831
+1,454
+33% +$90.8K 0.14% 88
2016
Q1 		$259K Buy
+4,377
New +$256K 0.1% 98
2015
Q4 		– Sell
-7,757
Closed -$473K – 109
2015
Q3 		$473K Hold
7,757
– – 0.28% 70
2015
Q2 		$526K Sell
7,757
-300
-4% -$19.6K 0.25% 77
2015
Q1 		$488K Buy
8,057
+839
+12% +$49.7K 0.23% 84
2014
Q4 		$452K Hold
7,218
– – 0.22% 77
2014
Q3 		$435K Buy
7,218
+900
+14% +$52.6K 0.19% 84
2014
Q2 		$364K Buy
6,318
+1,138
+22% +$64K 0.15% 91
2014
Q1 		$314K Buy
+5,180
New +$299K 0.13% 99
2013
Q3 		– Sell
-2,000
Closed -$106K – 129
2013
Q2 		$106K Buy
+2,000
New +$102K 0.06% 121

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight 2811 Inc's JPM Position: Q1 2026 in Review

Insight 2811 Inc increased its JPMorgan Chase (JPM) stake by 20% in Q1 2026, buying an estimated $229K and bringing the position to 4,615 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #23.

Insight 2811 Inc first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Insight 2811 Inc held 4,615 shares of JPMorgan Chase worth $1.36M as of Q1 2026.
  • Insight 2811 Inc bought 755 JPMorgan Chase shares in Q1 2026, an estimated $229K.
  • JPMorgan Chase made up 0.57% of Insight 2811 Inc's portfolio in Q1 2026, its #23 holding.
  • Insight 2811 Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.