Insight Inv LLC’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 | $3.89M | Sell |
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|
2025
Q1 | $3.39M | Buy |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.84M | Hold |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.4M | Hold |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.95M | Buy |
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