Disciplined Investments’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
Q2 | $329K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $825K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $151K | Sell |
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|
2020
Q3 | $136K | Sell |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $183K | Buy |
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|
2019
Q4 | $195K | Buy |
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