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Disciplined Investors’s JPMorgan Chase JPM Stock Holding History

Disciplined Investors’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 		$1.96M Buy
6,666
+234
+4% +$71K 1.17% 24
2025
Q4 		$2.07M Sell
6,432
-21
-0.3% -$6.5K 1.36% 20
2025
Q3 		$2.04M Sell
6,453
-91
-1% -$27.1K 1.45% 20
2025
Q2 		$1.9M Buy
6,544
+23
+0.4% +$5.87K 1.48% 21
2025
Q1 		$1.6M Buy
6,521
+248
+4% +$63.2K 1.44% 20
2024
Q4 		$1.53M Buy
+6,273
New +$1.46M 1.48% 23

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 Investors's JPM Position: Q1 2026 in Review

Disciplined Investors increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $71K and bringing the position to 6,666 shares worth $1.96M. The position accounts for 1.17% of the portfolio, ranked #24.

Disciplined Investors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Disciplined Investors held 6,666 shares of JPMorgan Chase worth $1.96M as of Q1 2026.
  • Disciplined Investors bought 234 JPMorgan Chase shares in Q1 2026, an estimated $71K.
  • JPMorgan Chase made up 1.17% of Disciplined Investors's portfolio in Q1 2026, its #24 holding.
  • Disciplined Investors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's JPMorgan Chase position peaked at $2.07M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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