Disciplina Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Sell |
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|
2025
Q1 | $61.7K | Sell |
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|
2024
Q4 | $145K | Buy |
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|
2024
Q3 | $127K | Sell |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $97.8K | Buy |
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|
2023
Q2 | $97.5K | Buy |
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|
2023
Q1 | $27.2K | Sell |
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|
2022
Q4 | $29.5K | Buy |
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|
2022
Q3 | $22.8K | Buy |
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|
2022
Q2 | $22.4K | Buy |
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|
2022
Q1 | $26.9K | Hold |
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|
2021
Q4 | $31.2K | Buy |
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