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Disciplined Investments’s JPMorgan Chase JPM Stock Holding History

Disciplined Investments’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
Q1 		$407K Buy
1,383
+274
+25% +$83.2K 0.15% 93
2025
Q4 		$357K Sell
1,109
-11
-1% -$3.41K 0.14% 98
2025
Q3 		$353K Sell
1,120
-15
-1% -$4.46K 0.14% 98
2025
Q2 		$329K Sell
1,135
-38
-3% -$9.7K 0.14% 96
2025
Q1 		$288K Buy
1,173
+269
+30% +$68.6K 0.13% 105
2024
Q4 		$217K Buy
+904
New +$211K 0.11% 118
2024
Q3 		– Sell
-1,697
Closed -$343K – 121
2024
Q2 		$343K Buy
1,697
+27
+2% +$5.28K 0.18% 95
2024
Q1 		$335K Sell
1,670
-2,719
-62% -$491K 0.18% 95
2023
Q4 		$747K Buy
4,389
+8
+0.2% +$1.21K 0.44% 64
2023
Q3 		$635K Sell
4,381
-28
-0.6% -$4.2K 0.39% 66
2023
Q2 		$641K Sell
4,409
-5,505
-56% -$757K 0.34% 66
2023
Q1 		$1.29M Buy
9,914
+486
+5% +$66.6K 0.54% 51
2022
Q4 		$1.26M Sell
9,428
-730
-7% -$92.5K 0.62% 43
2022
Q3 		$1.06M Buy
10,158
+2,836
+39% +$325K 0.49% 53
2022
Q2 		$825K Buy
7,322
+5,242
+252% +$649K 0.37% 67
2022
Q1 		$284K Buy
2,080
+89
+4% +$13.1K 0.12% 111
2021
Q4 		$315K Buy
1,991
+453
+29% +$74.4K 0.14% 100
2021
Q3 		$252K Hold
1,538
– – 0.12% 108
2021
Q2 		$239K Hold
1,538
– – 0.12% 107
2021
Q1 		$234K Buy
1,538
+348
+29% +$50.1K 0.14% 102
2020
Q4 		$151K Sell
1,190
-225
-16% -$25.1K 0.1% 96
2020
Q3 		$136K Sell
1,415
-428
-23% -$42K 0.1% 107
2020
Q2 		$173K Sell
1,843
-187
-9% -$17.7K 0.13% 98
2020
Q1 		$183K Buy
2,030
+628
+45% +$76.3K 0.17% 86
2019
Q4 		$195K Buy
+1,402
New +$180K 0.16% 85

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Investments's JPM Position: Q1 2026 in Review

Disciplined Investments increased its JPMorgan Chase (JPM) stake by 25% in Q1 2026, buying an estimated $83.2K and bringing the position to 1,383 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #93.

Disciplined Investments first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.29M in Q1 2023. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Disciplined Investments held 1,383 shares of JPMorgan Chase worth $407K as of Q1 2026.
  • Disciplined Investments bought 274 JPMorgan Chase shares in Q1 2026, an estimated $83.2K.
  • JPMorgan Chase made up 0.15% of Disciplined Investments's portfolio in Q1 2026, its #93 holding.
  • Disciplined Investments first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Disciplined Investments's JPMorgan Chase position peaked at $1.29M in Q1 2023.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.