Disciplined Investors’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
$1.9M Buy
6,544
+23
+0.4% +$6.67K 1.48% 21
2025
Q1
$1.6M Buy
6,521
+248
+4% +$60.8K 1.44% 20
2024
Q4
$1.53M Buy
+6,273
New +$1.53M 1.48% 23