A detailed history of Insight Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Insight Advisors, LLC holds 4,719 shares of JPM stock, worth $996,747. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,719
Previous 4,688 0.66%
Holding current value
$996,747
Previous $939,000 1.6%
% of portfolio
0.27%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $5,582 - $6,348
31 Added 0.66%
4,719 $954,000
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $12,865 - $15,423
77 Added 1.67%
4,688 $939,000
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $30,937 - $38,828
-228 Reduced 4.71%
4,611 $784,000
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $286 - $316
-2 Reduced 0.04%
4,839 $701,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $54,429 - $62,102
427 Added 9.67%
4,841 $704,000
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $73,696 - $84,842
-590 Reduced 11.79%
4,414 $575,000
Q4 2022

Feb 21, 2023

SELL
$101.96 - $137.84 $7,952 - $10,751
-78 Reduced 1.53%
5,004 $671,000
Q3 2022

Dec 12, 2022

SELL
$20.73 - $120.58 $186 - $1,085
-9 Reduced 0.18%
5,082 $531,000
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $84,457 - $101,932
-750 Reduced 12.84%
5,091 $572,000
Q1 2022

Jun 02, 2022

BUY
$128.3 - $168.44 $70,565 - $92,642
550 Added 10.4%
5,841 $796,000
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $227,347 - $298,475
-1,772 Reduced 25.09%
5,291 $721,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $6,003 - $6,699
39 Added 0.56%
7,063 $1.12 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $82,009 - $93,174
558 Added 8.63%
7,024 $1.18 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $8,694 - $9,819
-59 Reduced 0.9%
6,466 $977,000
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $96,122 - $120,602
765 Added 13.28%
6,525 $1 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $556,070 - $731,923
5,760 New
5,760 $732,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $620B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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