Disciplina Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Sell |
234
-18
| -7% | -$5.22K | 0.01% | 38 |
|
|
2025
Q1 | $61.7K | Sell |
252
-353
| -58% | -$86.4K | 0.01% | 35 |
|
|
2024
Q4 | $145K | Buy |
605
+4
| +0.7% | +$958 | 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% | +$115M | 19.13% | 2 |
|
|
2024
Q1 | $137K | Buy |
684
+5
| +0.7% | +$1K | 0.02% | 29 |
|
|
2023
Q4 | $116K | Buy |
679
+5
| +0.7% | +$851 | 0.02% | 39 |
|
|
2023
Q3 | $97.8K | Buy |
674
+4
| +0.6% | +$580 | 0.02% | 41 |
|
|
2023
Q2 | $97.5K | Buy |
670
+461
| +221% | +$67.1K | 0.02% | 41 |
|
|
2023
Q1 | $27.2K | Sell |
209
-11
| -5% | -$1.43K | 0.01% | 49 |
|
|
2022
Q4 | $29.5K | Buy |
220
+2
| +0.9% | +$268 | 0.01% | 49 |
|
|
2022
Q3 | $22.8K | Buy |
218
+19
| +10% | +$1.99K | 0.01% | 51 |
|
|
2022
Q2 | $22.4K | Buy |
199
+2
| +1% | +$225 | ﹤0.01% | 48 |
|
|
2022
Q1 | $26.9K | Hold |
197
| – | – | 0.01% | 50 |
|
|
2021
Q4 | $31.2K | Buy |
+197
| New | +$31.2K | 0.01% | 48 |
|