JPMorgan Chase & Co. shares owned by Disciplined Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Disciplined Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 1.1k | 315.43 |
| 2025-06-30 | $329k | 1.1k | 289.91 |
| 2025-03-31 | $288k | 1.2k | 245.30 |
| 2024-12-31 | $217k | 904 | 239.71 |
| 2024-06-30 | $343k | 1.7k | 202.32 |
| 2024-03-31 | $335k | 1.7k | 200.36 |
| 2023-12-31 | $747k | 4.4k | 170.12 |
| 2023-09-30 | $635k | 4.4k | 145.04 |
| 2023-06-30 | $641k | 4.4k | 145.44 |
| 2023-03-31 | $1.3M | 9.9k | 130.31 |
| 2022-12-31 | $1.3M | 9.4k | 134.11 |
| 2022-09-30 | $1.1M | 10k | 104.55 |
| 2022-06-30 | $825k | 7.3k | 112.67 |
| 2022-03-31 | $284k | 2.1k | 136.54 |
| 2021-12-31 | $315k | 2.0k | 158.21 |
| 2021-09-30 | $252k | 1.5k | 163.85 |
| 2021-06-30 | $239k | 1.5k | 155.40 |
| 2021-03-31 | $234k | 1.5k | 152.15 |
| 2020-12-31 | $151k | 1.2k | 126.89 |
| 2020-09-30 | $136k | 1.4k | 96.11 |
| 2020-06-30 | $173k | 1.8k | 93.87 |
| 2020-03-31 | $183k | 2.0k | 90.15 |
| 2019-12-31 | $195k | 1.4k | 139.09 |