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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Insight 2811 Inc's JPM Position: Q2 2026 in Review

Insight 2811 Inc increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,679 shares worth $1.53M. The position accounts for 0.59% of the portfolio, ranked #26.

Insight 2811 Inc first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Insight 2811 Inc held 4,679 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
Insight 2811 Inc bought 64 JPMorgan Chase shares in Q2 2026, an estimated $19.9K.
JPMorgan Chase made up 0.59% of Insight 2811 Inc's portfolio in Q2 2026, its #26 holding.
Insight 2811 Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.