Insight Inv LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1909322 EL SEGUNDO, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,459,871

+$440,469 QoQ

Shares Held

13,625

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.56%

of 13F equity value

Holder Rank

#2,203

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Insight Inv LLC holds $8,547,159 across 3 Banks - Diversified names. JPM ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,625	$4,459,871
2	C	Citigroup Inc	26,925	$3,768,423
3	BNY	Bank of New York Mellon Corp	2,205	$318,865

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,459,871	13,625	-0.3%	Shares	Sole	2026-07-24
2026-03-31	$4,019,402	13,664	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$4,381,869	13,599	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$4,256,727	13,495	+0.7%	Shares	Sole	2025-10-28
2025-06-30	$3,885,373	13,402	-54.4%	Shares	Sole	2025-07-24
2025-03-31	$7,205,932	29,376	+111.8%	Shares	Sole	2025-04-25
2024-12-31	$3,325,257	13,872	+4.8%	Shares	Sole	2025-01-21
2024-09-30	$2,791,997	13,241	-5.6%	Shares	Sole	2024-11-15
2024-06-30	$2,836,898	14,026	0.0%	Shares	Sole	2024-08-07
2024-03-31	$2,809,407	14,026	-0.1%	Shares	Sole	2024-04-29
2023-12-31	$2,389,224	14,046	+0.5%	Shares	Sole	2024-01-22
2023-09-30	$2,026,074	13,971	-1.0%	Shares	Sole	2023-10-30
2023-06-30	$2,052,594	14,113	+12.0%	Shares	Sole	2023-08-09
2023-03-31	$1,642,296	12,603	-6.4%	Shares	Sole	2023-05-12
2022-12-31	$1,805,388	13,463	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$1,394,552	13,345	0.0%	Shares	Sole	2022-11-09
2022-06-30	$1,502,780	13,345	+4.3%	Shares	Sole	2022-08-12
2022-03-31	$1,744,214	12,795	+4.1%	Shares	Sole	2022-05-10
2021-12-31	$1,946,438	12,292	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.