IIL
Insight Inv LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
13,402
-15,974
| -54% | -$4.63M | 2.61% | 6 |
|
|
2025
Q1 | $3.39M | Buy |
29,376
+15,504
| +112% | +$1.79M | 2.33% | 7 |
|
|
2024
Q4 | $3.33M | Buy |
13,872
+631
| +5% | +$151K | 2.32% | 10 |
|
|
2024
Q3 | $2.79M | Sell |
13,241
-785
| -6% | -$166K | 2.34% | 9 |
|
|
2024
Q2 | $2.84M | Hold |
14,026
| – | – | 2.45% | 9 |
|
|
2024
Q1 | $2.81M | Sell |
14,026
-20
| -0.1% | -$4.01K | 2.44% | 7 |
|
|
2023
Q4 | $2.39M | Buy |
14,046
+75
| +0.5% | +$12.8K | 2.34% | 6 |
|
|
2023
Q3 | $2.03M | Sell |
13,971
-142
| -1% | -$20.6K | 2.25% | 9 |
|
|
2023
Q2 | $2.05M | Buy |
14,113
+1,510
| +12% | +$220K | 2.11% | 12 |
|
|
2023
Q1 | $1.64M | Sell |
12,603
-860
| -6% | -$112K | 1.77% | 20 |
|
|
2022
Q4 | $1.81M | Buy |
13,463
+118
| +0.9% | +$15.8K | 1.82% | 17 |
|
|
2022
Q3 | $1.4M | Hold |
13,345
| – | – | 1.55% | 28 |
|
|
2022
Q2 | $1.5M | Buy |
13,345
+550
| +4% | +$61.9K | 1.52% | 25 |
|
|
2022
Q1 | $1.74M | Buy |
12,795
+503
| +4% | +$68.6K | 1.58% | 25 |
|
|
2021
Q4 | $1.95M | Buy |
+12,292
| New | +$1.95M | 1.79% | 12 |
|