Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,155,468
+$194,598 QoQ
Shares Held
6,585
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#2,905
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Disciplined Investors, L.L.C. holds $2,431,128 across 2 Banks - Diversified names. JPM ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
6,585 | $2,155,468 | |
| 2 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,000 | $275,660 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155,468 | 6,585 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,960,870 | 6,666 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,072,519 | 6,432 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,035,469 | 6,453 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,897,171 | 6,544 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,599,601 | 6,521 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,503,700 | 6,273 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||