Disciplined Equity 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 | $1.09M | Hold |
3,763
| – | – | 0.64% | 27 |
|
|
2025
Q1 | $923K | Sell |
3,763
-700
| -16% | -$172K | 0.64% | 25 |
|
|
2024
Q4 | $1.07M | Buy |
4,463
+20
| +0.5% | +$4.79K | 0.69% | 26 |
|
|
2024
Q3 | $937K | Sell |
4,443
-420
| -9% | -$88.6K | 0.59% | 31 |
|
|
2024
Q2 | $984K | Hold |
4,863
| – | – | 0.65% | 29 |
|
|
2024
Q1 | $974K | Sell |
4,863
-3,118
| -39% | -$625K | 0.65% | 28 |
|
|
2023
Q4 | $1.36M | Buy |
7,981
+2,068
| +35% | +$352K | 0.93% | 17 |
|
|
2023
Q3 | $858K | Hold |
5,913
| – | – | 0.72% | 28 |
|
|
2023
Q2 | $860K | Sell |
5,913
-57
| -1% | -$8.29K | 0.7% | 28 |
|
|
2023
Q1 | $778K | Sell |
5,970
-40
| -0.7% | -$5.21K | 0.66% | 31 |
|
|
2022
Q4 | $806K | Hold |
6,010
| – | – | 0.71% | 24 |
|
|
2022
Q3 | $628K | Buy |
6,010
+1,178
| +24% | +$123K | 0.62% | 32 |
|
|
2022
Q2 | $544K | Buy |
4,832
+370
| +8% | +$41.7K | 0.49% | 34 |
|
|
2022
Q1 | $608K | Buy |
4,462
+89
| +2% | +$12.1K | 0.61% | 34 |
|
|
2021
Q4 | $692K | Buy |
+4,373
| New | +$692K | 0.67% | 29 |
|