JP Morgan Chase
INSI

JP Morgan Chase’s Insight Select Income Fund INSI Stock Holding History

JP Morgan Chase’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,862
Closed -$45.7K – 7973
2023
Q4 		$45.7K Buy
2,862
+928
+48% +$14K ﹤0.01% 6025
2023
Q3 		$29.1K Buy
+1,934
New +$29.8K ﹤0.01% 5971
2023
Q2 		– Sell
-36
Closed -$1K – 7409
2023
Q1 		$1K Buy
+36
New +$568 ﹤0.01% 6569

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

JP Morgan Chase's INSI Position: Q1 2024 in Review

JP Morgan Chase sold out of Insight Select Income Fund (INSI) in Q1 2024, closing a stake of 2,862 shares — an estimated $45.7K sold.

JP Morgan Chase first reported a position in INSI in Q1 2023 and held it in 3 quarters. The position peaked at $45.7K in Q4 2023. 35 funds tracked by Wall St. Rank hold INSI as of Q1 2024.

  • JP Morgan Chase reported no remaining Insight Select Income Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,862 Insight Select Income Fund shares in Q1 2024, an estimated $45.7K.
  • JP Morgan Chase first reported a position in Insight Select Income Fund in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's Insight Select Income Fund position peaked at $45.7K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.