JPM JPMORGAN CHASE & CO

Ownership history in Insight Inv LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Insight Inv LLC reported a position in JPMORGAN CHASE & CO (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.

Peak position
2.61% (2025 Q2)
Avg. % of fund
2.15%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,599 +104 +0.8% 2.46% $4.4M $320.77
2025 Q3 ADDED 13,495 +93 +0.7% 2.50% $4.3M $312.49
2025 Q2 REDUCED 13,402 -15,974 -54.4% 2.61% $3.9M $285.83
2025 Q1 ADDED 29,376 +15,504 +111.8% 2.33% $3.4M $240.37
2024 Q4 ADDED 13,872 +631 +4.8% 2.32% $3.3M $233.69
2024 Q3 REDUCED 13,241 -785 -5.6% 2.34% $2.8M $204.31
2024 Q2 UNCHANGED 14,026 0% 2.45% $2.8M $194.90
2024 Q1 REDUCED 14,026 -20 -0.1% 2.44% $2.8M $191.89
2023 Q4 ADDED 14,046 +75 +0.5% 2.34% $2.4M $161.96
2023 Q3 REDUCED 13,971 -142 -1.0% 2.25% $2.0M $137.07
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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