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Disciplined Equity Management, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Equity Management, Inc. on JPM, newest first. How the timeline and the estimate are built.

Disciplined Equity Management, Inc. held 4,168 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,168 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,378,900.

    13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,168 shares
    Change vs previous 13F +15 shares

    0.6% of the 13F portfolio, value $1,364,312.

    13F-HR 0001909380-26-000004 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,153 shares
    Change vs previous 13F +460 shares

    0.61% of the 13F portfolio, value $1,221,647.

    13F-HR 0001909380-26-000003 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,693 shares
    Change vs previous 13F -70 shares

    0.62% of the 13F portfolio, value $1,189,959.

    13F-HR 0001909380-26-000001 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,763 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,186,964.

    13F-HR 0001909380-25-000006 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,763 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,090,932.

    13F-HR 0001909380-25-000004 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,763 shares
    Change vs previous 13F -700 shares

    0.64% of the 13F portfolio, value $923,064.

    13F-HR 0001909380-25-000003 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,463 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,069,826.

    13F-HR 0001909380-25-000001 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).