DI
Disciplined Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
1,135
-38
| -3% | -$11K | 0.14% | 96 |
|
|
2025
Q1 | $288K | Buy |
1,173
+269
| +30% | +$66K | 0.13% | 105 |
|
|
2024
Q4 | $217K | Buy |
+904
| New | +$217K | 0.11% | 118 |
|
|
2024
Q3 | – | Sell |
-1,697
| Closed | -$343K | – | 121 |
|
|
2024
Q2 | $343K | Buy |
1,697
+27
| +2% | +$5.46K | 0.18% | 95 |
|
|
2024
Q1 | $335K | Sell |
1,670
-2,719
| -62% | -$545K | 0.18% | 95 |
|
|
2023
Q4 | $747K | Buy |
4,389
+8
| +0.2% | +$1.36K | 0.44% | 64 |
|
|
2023
Q3 | $635K | Sell |
4,381
-28
| -0.6% | -$4.06K | 0.39% | 66 |
|
|
2023
Q2 | $641K | Sell |
4,409
-5,505
| -56% | -$801K | 0.34% | 66 |
|
|
2023
Q1 | $1.29M | Buy |
9,914
+486
| +5% | +$63.3K | 0.54% | 51 |
|
|
2022
Q4 | $1.26M | Sell |
9,428
-730
| -7% | -$97.9K | 0.62% | 43 |
|
|
2022
Q3 | $1.06M | Buy |
10,158
+2,836
| +39% | +$296K | 0.49% | 53 |
|
|
2022
Q2 | $825K | Buy |
7,322
+5,242
| +252% | +$591K | 0.37% | 67 |
|
|
2022
Q1 | $284K | Buy |
2,080
+89
| +4% | +$12.2K | 0.12% | 109 |
|
|
2021
Q4 | $315K | Buy |
1,991
+453
| +29% | +$71.7K | 0.14% | 98 |
|
|
2021
Q3 | $252K | Hold |
1,538
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $239K | Hold |
1,538
| – | – | 0.12% | 107 |
|
|
2021
Q1 | $234K | Buy |
1,538
+348
| +29% | +$52.9K | 0.14% | 102 |
|
|
2020
Q4 | $151K | Sell |
1,190
-225
| -16% | -$28.6K | 0.1% | 94 |
|
|
2020
Q3 | $136K | Sell |
1,415
-428
| -23% | -$41.1K | 0.1% | 104 |
|
|
2020
Q2 | $173K | Sell |
1,843
-187
| -9% | -$17.6K | 0.13% | 98 |
|
|
2020
Q1 | $183K | Buy |
2,030
+628
| +45% | +$56.6K | 0.17% | 86 |
|
|
2019
Q4 | $195K | Buy |
+1,402
| New | +$195K | 0.16% | 85 |
|