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Disclosery

Disciplined Investors, L.L.C.: JPM position timeline

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

Disciplined Investors, L.L.C. held 6,585 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,585 shares
    Change vs previous 13F -81 shares

    1.08% of the 13F portfolio, value $2,155,606.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,666 shares
    Change vs previous 13F +234 shares

    1.17% of the 13F portfolio, value $1,960,890.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,432 shares
    Change vs previous 13F -21 shares

    1.36% of the 13F portfolio, value $2,072,627.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,453 shares
    Change vs previous 13F -91 shares

    1.45% of the 13F portfolio, value $2,035,620.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,544 shares
    Change vs previous 13F +23 shares

    1.48% of the 13F portfolio, value $1,897,308.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,521 shares
    Change vs previous 13F +248 shares

    1.44% of the 13F portfolio, value $1,599,548.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,273 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,531,868.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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