Disciplined Investments, LLC Jpmorgan Chase & CO Transaction History

Disciplined Investments, LLC

$180 Million
Q1 2024

A detailed history of Disciplined Investments, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Disciplined Investments, LLC holds 1,670 shares of JPM stock, worth $341,999. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,670

Previous 4,389 61.95%

Holding current value

$341,999

Previous $746,000 55.23%

% of portfolio

0.19%

Previous 0.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $454,317 - $544,615	-2,719 Reduced 61.95%	1,670 $334,000
Q4 2023 Jan 12, 2024	BUY	$135.69 - $170.3 $1,085 - $1,362	8 Added 0.18%	4,389 $746,000
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $4,009 - $4,424	-28 Reduced 0.64%	4,381 $635,000
Q2 2023 Jul 10, 2023	SELL	$127.47 - $145.44 $701,722 - $800,647	-5,505 Reduced 55.53%	4,409 $641,000
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $60,706 - $69,886	486 Added 5.15%	9,914 $1.29 Million

Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $74,430 - $100,623	-730 Reduced 7.19%	9,428 $1.26 Million
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $58,790 - $341,964	2,836 Added 38.73%	10,158 $1.06 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $590,301 - $712,440	5,242 Added 252.02%	7,322 $825,000
Q1 2022 Apr 22, 2022	BUY	$128.3 - $168.44 $11,418 - $14,991	89 Added 4.47%	2,080 $284,000
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $69,734 - $77,816	453 Added 29.45%	1,991 $315,000
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $43,726 - $54,862	348 Added 29.24%	1,538 $234,000
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $21,721 - $28,590	-225 Reduced 15.9%	1,190 $151,000
Q3 2020 Nov 05, 2020	SELL	$91.28 - $103.82 $39,067 - $44,434	-428 Reduced 23.22%	1,415 $136,000
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $15,713 - $21,215	-187 Reduced 9.21%	1,843 $173,000
Q1 2020 May 19, 2020	BUY	$79.03 - $141.09 $49,630 - $88,604	628 Added 44.79%	2,030 $183,000
Q4 2019 May 19, 2020	BUY	$111.82 - $139.4 $156,771 - $195,438	1,402 New	1,402 $195,000

Others Institutions Holding JPM

# of Institutions

4,422

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $601B
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 ...

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Disciplined Investments, LLC Jpmorgan Chase & CO Transaction History