Disciplined Growth Investors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,611	Closed	-$255K	–	100
2021 Q4	$255K	Sell	1,611 -342	-18%	-$54.1K	0.01%	92
2021 Q3	$320K	Sell	1,953 -143	-7%	-$23.4K	0.01%	73
2021 Q2	$326K	Buy	2,096 +181	+9%	+$28.2K	0.01%	74
2021 Q1	$292K	Buy	+1,915	New	+$292K	0.01%	75