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Insight Advisors, LLC/ PA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Insight Advisors, LLC/ PA on JPM, newest first. How the timeline and the estimate are built.

Insight Advisors, LLC/ PA held 4,693 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,693 shares
    Change vs previous 13F -242 shares

    0.27% of the 13F portfolio, value $1,536,459.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,935 shares
    Change vs previous 13F -11 shares

    0.28% of the 13F portfolio, value $1,451,900.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,946 shares
    Change vs previous 13F +22 shares

    0.24% of the 13F portfolio, value $1,594,076.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,924 shares
    Change vs previous 13F -75 shares

    0.24% of the 13F portfolio, value $1,554,112.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,999 shares
    Change vs previous 13F +41 shares

    0.23% of the 13F portfolio, value $1,449,524.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,958 shares
    Change vs previous 13F +235 shares

    0.21% of the 13F portfolio, value $1,216,124.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,723 shares
    Change vs previous 13F +24 shares

    0.19% of the 13F portfolio, value $1,130,287.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,699 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $990,573.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).