IA
Insight Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,999
+41
| +0.8% | +$11.9K | 0.23% | 65 |
|
|
2025
Q1 | $1.22M | Buy |
4,958
+235
| +5% | +$57.6K | 0.21% | 71 |
|
|
2024
Q4 | $1.13M | Buy |
4,723
+24
| +0.5% | +$5.74K | 0.19% | 80 |
|
|
2024
Q3 | $991K | Sell |
4,699
-20
| -0.4% | -$4.22K | 0.17% | 94 |
|
|
2024
Q2 | $955K | Buy |
4,719
+31
| +0.7% | +$6.27K | 0.17% | 88 |
|
|
2024
Q1 | $939K | Buy |
4,688
+77
| +2% | +$15.4K | 0.18% | 92 |
|
|
2023
Q4 | $784K | Sell |
4,611
-228
| -5% | -$38.8K | 0.17% | 100 |
|
|
2023
Q3 | $702K | Sell |
4,839
-2
| -0% | -$290 | 0.16% | 109 |
|
|
2023
Q2 | $704K | Buy |
4,841
+427
| +10% | +$62.1K | 0.16% | 108 |
|
|
2023
Q1 | $575K | Sell |
4,414
-590
| -12% | -$76.9K | 0.14% | 121 |
|
|
2022
Q4 | $676K | Sell |
5,004
-78
| -2% | -$10.5K | 0.24% | 113 |
|
|
2022
Q3 | $531K | Sell |
5,082
-9
| -0.2% | -$940 | 0.21% | 124 |
|
|
2022
Q2 | $572K | Sell |
5,091
-750
| -13% | -$84.3K | 0.19% | 132 |
|
|
2022
Q1 | $796K | Sell |
5,841
-1,222
| -17% | -$167K | 0.24% | 116 |
|
|
2021
Q4 | $1.12M | Buy |
7,063
+39
| +0.6% | +$6.17K | 0.33% | 79 |
|
|
2021
Q3 | $1.18M | Buy |
7,024
+558
| +9% | +$93.9K | 0.35% | 77 |
|
|
2021
Q2 | $977K | Sell |
6,466
-59
| -0.9% | -$8.92K | 0.31% | 84 |
|
|
2021
Q1 | $1M | Buy |
6,525
+765
| +13% | +$118K | 0.32% | 81 |
|
|
2020
Q4 | $732K | Buy |
+5,760
| New | +$732K | 0.28% | 97 |
|