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JPMorgan Chase & Co. shares owned by Disciplined Equity Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Disciplined Equity Management from 13F filings

Historical chart of Disciplined Equity Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Disciplined Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Disciplined Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $937k 4.4k 210.86
2024-06-30 $984k 4.9k 202.26
2024-03-31 $974k 4.9k 200.30
2023-12-31 $1.4M 8.0k 170.10
2023-09-30 $858k 5.9k 145.02
2023-06-30 $860k 5.9k 145.44
2023-03-31 $778k 6.0k 130.31
2022-12-31 $806k 6.0k 134.11
2022-09-30 $628k 6.0k 104.49
2022-06-30 $544k 4.8k 112.58
2022-03-31 $608k 4.5k 136.26
2021-12-31 $692k 4.4k 158.24