Discipline Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Discipline Wealth Solutions’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
2025 Q3	$1.29M	Hold
2025 Q2	$1.19M	Hold
2025 Q1	$1M	Hold
2024 Q4	$982K	Buy
2024 Q3	$780K	Buy