JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Disciplined Investments, LLC's Holding History (CIK: 0001812492)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 1,109 Value ($000) $357 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 1,120 Value ($000) $353 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 1,135 Value ($000) $329 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 1,173 Value ($000) $288 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 904 Value ($000) $217 Avg Close $228.03 Range $198.89 - $249.04

Q2 2024

Shares 1,697 Value ($000) $343 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 1,670 Value ($000) $335 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 4,389 Value ($000) $747 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 4,381 Value ($000) $635 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 4,409 Value ($000) $641 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 9,914 Value ($000) $1,292 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 9,428 Value ($000) $1,264 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 10,158 Value ($000) $1,062 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 7,322 Value ($000) $825 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 2,080 Value ($000) $284 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 1,991 Value ($000) $315 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 1,538 Value ($000) $252 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 1,538 Value ($000) $239 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 1,538 Value ($000) $234 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 1,190 Value ($000) $151 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 1,415 Value ($000) $136 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 1,843 Value ($000) $173 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 2,030 Value ($000) $183 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 1,402 Value ($000) $195 Avg Close $108.67 Range $93.67 - $118.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,109	$357	$309.53	$290.54 - $330.86
Q3 2025	1,120	$353	$295.93	$278.95 - $316.47
Q2 2025	1,135	$329	$252.67	$200.22 - $289.84
Q1 2025	1,173	$288	$250.91	$220.72 - $275.86
Q4 2024	904	$217	$228.03	$198.89 - $249.04
Q2 2024	1,697	$343	$189.18	$173.46 - $199.28
Q1 2024	1,670	$335	$173.61	$158.11 - $193.16
Q4 2023	4,389	$747	$144.89	$129.30 - $163.25
Q3 2023	4,381	$635	$142.31	$134.29 - $151.32
Q2 2023	4,409	$641	$129.66	$119.02 - $137.67
Q1 2023	9,914	$1,292	$128.16	$115.18 - $135.05
Q4 2022	9,428	$1,264	$117.65	$94.06 - $128.78
Q3 2022	10,158	$1,062	$105.62	$96.10 - $114.36
Q2 2022	7,322	$825	$113.02	$101.22 - $124.46
Q1 2022	2,080	$284	$133.66	$115.27 - $153.80
Q4 2021	1,991	$315	$147.83	$136.71 - $155.72
Q3 2021	1,538	$252	$140.29	$130.40 - $151.51
Q2 2021	1,538	$239	$139.74	$130.53 - $148.99
Q1 2021	1,538	$234	$127.25	$109.49 - $143.03
Q4 2020	1,190	$151	$98.14	$82.75 - $111.83
Q3 2020	1,415	$136	$85.44	$79.00 - $92.62
Q2 2020	1,843	$173	$81.74	$70.76 - $99.77
Q1 2020	2,030	$183	$103.61	$65.60 - $120.06
Q4 2019	1,402	$195	$108.67	$93.67 - $118.72