Disciplina Capital Management’s JPMorgan Chase JPM Stock Holding History

Disciplina Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78K	Buy	238 +1	+0.4%	+$311	0.01%	39
2026 Q1	$69.8K	Buy	237 +1	+0.4%	+$303	0.01%	39
2025 Q4	$76.1K	Buy	236 +1	+0.4%	+$310	0.01%	38
2025 Q3	$74.1K	Buy	235 +1	+0.4%	+$297	0.01%	37
2025 Q2	$67.8K	Sell	234 -18	-7%	-$4.59K	0.01%	38
2025 Q1	$61.7K	Sell	252 -353	-58%	-$90K	0.01%	35
2024 Q4	$145K	Buy	605 +4	+0.7%	+$932	0.02%	26
2024 Q3	$127K	Sell	601 -971,791	-100%	-$205M	0.02%	27
2024 Q2	$116M	Buy	972,392 +971,708	+142,063%	+$190M	19.13%	2
2024 Q1	$137K	Buy	684 +5	+0.7%	+$902	0.02%	29
2023 Q4	$116K	Buy	679 +5	+0.7%	+$758	0.02%	39
2023 Q3	$97.8K	Buy	674 +4	+0.6%	+$600	0.02%	41
2023 Q2	$97.5K	Buy	670 +461	+221%	+$63.4K	0.02%	41
2023 Q1	$27.2K	Sell	209 -11	-5%	-$1.51K	0.01%	49
2022 Q4	$29.5K	Buy	220 +2	+0.9%	+$253	0.01%	49
2022 Q3	$22.8K	Buy	218 +19	+10%	+$2.18K	0.01%	51
2022 Q2	$22.4K	Buy	199 +2	+1%	+$248	﹤0.01%	48
2022 Q1	$26.9K	Hold	197	–	–	0.01%	50
2021 Q4	$31.2K	Buy	+197	New	+$32.4K	0.01%	48

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Disciplina Capital Management's JPM Position: Q2 2026 in Review

Disciplina Capital Management increased its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, buying an estimated $311 and bringing the position to 238 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #39.

Disciplina Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $116M in Q2 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Disciplina Capital Management held 238 shares of JPMorgan Chase worth $78K as of Q2 2026.
Disciplina Capital Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.01% of Disciplina Capital Management's portfolio in Q2 2026, its #39 holding.
Disciplina Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Disciplina Capital Management's JPMorgan Chase position peaked at $116M in Q2 2024.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Disciplina Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.