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Disclosery

Insight Inv LLC: JPM position timeline

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

Insight Inv LLC held 13,625 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,625 shares
    Change vs previous 13F -39 shares

    2.1% of the 13F portfolio, value $4,459,871.

    13F-HR 0001398344-26-012602 filed by Insight Inv LLC
    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 13,664 shares
    Change vs previous 13F +65 shares

    2.2% of the 13F portfolio, value $4,019,402.

    13F-HR 0001398344-26-007345 filed by Insight Inv LLC
    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 13,599 shares
    Change vs previous 13F +104 shares

    2.46% of the 13F portfolio, value $4,381,870.

    13F-HR 0001398344-26-002438 filed by Insight Inv LLC
    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 13,495 shares
    Change vs previous 13F +93 shares

    2.5% of the 13F portfolio, value $4,256,728.

    13F-HR 0001398344-25-019897 filed by Insight Inv LLC
    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 13,402 shares
    Change vs previous 13F -15,974 shares

    2.61% of the 13F portfolio, value $3,885,374.

    13F-HR 0001398344-25-013656 filed by Insight Inv LLC
    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 29,376 shares
    Change vs previous 13F +15,504 shares

    2.34% of the 13F portfolio, value $3,393,387.

    13F-HR 0001398344-25-007728 filed by Insight Inv LLC
    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 13,872 shares
    Change vs previous 13F +631 shares

    2.32% of the 13F portfolio, value $3,325,257.

    13F-HR 0001398344-25-000853 filed by Insight Inv LLC
    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 13,241 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,791,997.

    13F-HR 0001398344-24-020936 filed by Insight Inv LLC
    Filed (acceptance time not in the bulk data set), ingested

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