Ownership history in INSIGHT 2811, INC. · 77 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in JP MORGAN CHASE & CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,860 | +593 | +18.2% | 0.55% | $1.2M | $320.77 |
| 2025 Q3 | REDUCED | 3,267 | -25 | -0.8% | 0.46% | $1.0M | $312.49 |
| 2025 Q2 | ADDED | 3,292 | +115 | +3.6% | 0.45% | $954K | $285.83 |
| 2025 Q1 | REDUCED | 3,177 | -19 | -0.6% | 0.39% | $779K | $240.37 |
| 2024 Q4 | ADDED | 3,196 | +10 | +0.3% | 0.39% | $766K | $233.69 |
| 2024 Q3 | UNCHANGED | 3,186 | — | 0% | 0.33% | $672K | $204.31 |
| 2024 Q2 | UNCHANGED | 3,186 | — | 0% | 0.33% | $644K | $194.90 |
| 2024 Q1 | ADDED | 3,186 | +13 | +0.4% | 0.33% | $638K | $191.89 |
| 2023 Q4 | REDUCED | 3,173 | -253 | -7.4% | 0.29% | $540K | $161.96 |
| 2023 Q3 | REDUCED | 3,426 | -72 | -2.1% | 0.28% | $497K | $137.07 |
As of 2025 Q4 — sorted by position size