Insight Advisors’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 | $1.45M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $991K | Sell |
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|
2024
Q2 | $955K | Buy |
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|
2024
Q1 | $939K | Buy |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $796K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $977K | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $732K | Buy |
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