A detailed history of Disciplined Equity Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 4,443 shares of JPM stock, worth $1.07 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
4,443
Previous 4,863 8.64%
Holding current value
$1.07 Million
Previous $983,000 4.78%
% of portfolio
0.59%
Previous 0.65%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$194.9 - $224.8 $81,858 - $94,416
-420 Reduced 8.64%
4,443 $936,000
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $520,986 - $624,535
-3,118 Reduced 39.07%
4,863 $974,000
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $280,606 - $352,180
2,068 Added 34.97%
7,981 $1.36 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $7,265 - $8,290
-57 Reduced 0.95%
5,913 $859,000
Q1 2023

Apr 28, 2023

SELL
$124.91 - $143.8 $4,996 - $5,752
-40 Reduced 0.67%
5,970 $777,000
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $24,419 - $142,043
1,178 Added 24.38%
6,010 $628,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $41,665 - $50,286
370 Added 8.29%
4,832 $544,000
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $11,418 - $14,991
89 Added 2.04%
4,462 $608,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $673,179 - $751,193
4,373 New
4,373 $692,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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