Disciplined Equity Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $923K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $984K | Hold |
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|
2024
Q1 | $974K | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $858K | Hold |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $806K | Hold |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $692K | Buy |
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