IIL
JPM icon

Insight Inv LLC’s JPMorgan Chase JPM Stock Holding History

Insight Inv LLC’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
Q2 		$4.46M Sell
13,625
-39
-0.3% -$12.1K 2.1% 8
2026
Q1 		$4.02M Buy
13,664
+65
+0.5% +$19.7K 2.2% 10
2025
Q4 		$4.38M Buy
13,599
+104
+0.8% +$32.2K 2.46% 7
2025
Q3 		$4.26M Buy
13,495
+93
+0.7% +$27.7K 2.5% 7
2025
Q2 		$3.89M Sell
13,402
-15,974
-54% -$4.08M 2.61% 6
2025
Q1 		$3.39M Buy
29,376
+15,504
+112% +$3.95M 2.33% 7
2024
Q4 		$3.33M Buy
13,872
+631
+5% +$147K 2.32% 10
2024
Q3 		$2.79M Sell
13,241
-785
-6% -$165K 2.34% 9
2024
Q2 		$2.84M Hold
14,026
– – 2.45% 9
2024
Q1 		$2.81M Sell
14,026
-20
-0.1% -$3.61K 2.44% 7
2023
Q4 		$2.39M Buy
14,046
+75
+0.5% +$11.4K 2.34% 6
2023
Q3 		$2.03M Sell
13,971
-142
-1% -$21.3K 2.25% 9
2023
Q2 		$2.05M Buy
14,113
+1,510
+12% +$208K 2.11% 12
2023
Q1 		$1.64M Sell
12,603
-860
-6% -$118K 1.77% 20
2022
Q4 		$1.81M Buy
13,463
+118
+0.9% +$15K 1.82% 17
2022
Q3 		$1.4M Hold
13,345
– – 1.55% 28
2022
Q2 		$1.5M Buy
13,345
+550
+4% +$68.1K 1.52% 25
2022
Q1 		$1.74M Buy
12,795
+503
+4% +$74.2K 1.58% 25
2021
Q4 		$1.95M Buy
+12,292
New +$2.02M 1.79% 12

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Insight Inv LLC's JPM Position: Q2 2026 in Review

Insight Inv LLC reduced its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, selling an estimated $12.1K and leaving 13,625 shares worth $4.46M. The position accounts for 2.1% of the portfolio, ranked #8.

Insight Inv LLC first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Insight Inv LLC held 13,625 shares of JPMorgan Chase worth $4.46M as of Q2 2026.
  • Insight Inv LLC sold 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 2.1% of Insight Inv LLC's portfolio in Q2 2026, its #8 holding.
  • Insight Inv LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.