Disciplined Equity Management’s JPMorgan Chase JPM Stock Holding History

Disciplined Equity 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	$1.36M	Buy	4,168 +15	+0.4%	+$4.66K	0.6%	25
2026 Q1	$1.22M	Buy	4,153 +460	+12%	+$140K	0.61%	26
2025 Q4	$1.19M	Sell	3,693 -70	-2%	-$21.7K	0.62%	22
2025 Q3	$1.19M	Hold	3,763	–	–	0.65%	25
2025 Q2	$1.09M	Hold	3,763	–	–	0.64%	27
2025 Q1	$923K	Sell	3,763 -700	-16%	-$178K	0.64%	25
2024 Q4	$1.07M	Buy	4,463 +20	+0.5%	+$4.66K	0.69%	26
2024 Q3	$937K	Sell	4,443 -420	-9%	-$88.5K	0.59%	31
2024 Q2	$984K	Hold	4,863	–	–	0.65%	29
2024 Q1	$974K	Sell	4,863 -3,118	-39%	-$563K	0.65%	28
2023 Q4	$1.36M	Buy	7,981 +2,068	+35%	+$313K	0.93%	17
2023 Q3	$858K	Hold	5,913	–	–	0.72%	28
2023 Q2	$860K	Sell	5,913 -57	-1%	-$7.84K	0.7%	28
2023 Q1	$778K	Sell	5,970 -40	-0.7%	-$5.48K	0.66%	31
2022 Q4	$806K	Hold	6,010	–	–	0.71%	24
2022 Q3	$628K	Buy	6,010 +1,178	+24%	+$135K	0.62%	32
2022 Q2	$544K	Buy	4,832 +370	+8%	+$45.8K	0.49%	34
2022 Q1	$608K	Buy	4,462 +89	+2%	+$13.1K	0.61%	34
2021 Q4	$692K	Buy	+4,373	New	+$718K	0.67%	29

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Disciplined Equity Management's JPM Position: Q2 2026 in Review

Disciplined Equity Management increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $4.66K and bringing the position to 4,168 shares worth $1.36M. The position accounts for 0.6% of the portfolio, ranked #25.

Disciplined Equity Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,439 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Disciplined Equity Management held 4,168 shares of JPMorgan Chase worth $1.36M as of Q2 2026.
Disciplined Equity Management bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
JPMorgan Chase made up 0.6% of Disciplined Equity Management's portfolio in Q2 2026, its #25 holding.
Disciplined Equity Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
2,439 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.