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Discipline Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Discipline Wealth Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Hold
4,097
– – 0.45% 38
2025
Q1 		$1M Hold
4,097
– – 0.48% 29
2024
Q4 		$982K Buy
4,097
+398
+11% +$95.4K 0.45% 31
2024
Q3 		$780K Buy
+3,699
New +$780K 0.41% 33