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
2014 Q4	–	Sell	-99	Closed	-$7K	–	144
2014 Q3	$7K	Buy	+99	New	+$5.79K	﹤0.01%	143

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 5,056 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.
5,056 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.