Cheviot Value Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4M | Hold |
8,173
| – | – | 0.24% | 45 |
|
|
2025
Q4 | $2.46M | Sell |
8,173
-117
| -1% | -$36.2K | 0.24% | 45 |
|
|
2025
Q3 | $2.53M | Hold |
8,290
| – | – | 0.27% | 45 |
|
|
2025
Q2 | $2.39M | Sell |
8,290
-93
| -1% | -$23.7K | 0.27% | 44 |
|
|
2025
Q1 | $2.12M | Buy |
8,383
+593
| +8% | +$151K | 0.26% | 43 |
|
|
2024
Q4 | $1.87M | Sell |
7,790
-123
| -2% | -$28.6K | 0.36% | 35 |
|
|
2024
Q3 | $1.67M | Sell |
7,913
-286
| -3% | -$60.2K | 0.31% | 35 |
|
|
2024
Q2 | $1.66M | Hold |
8,199
| – | – | 0.32% | 35 |
|
|
2024
Q1 | $1.64M | Hold |
8,199
| – | – | 0.36% | 30 |
|
|
2023
Q4 | $1.39M | Sell |
8,199
-842
| -9% | -$128K | 0.3% | 36 |
|
|
2023
Q3 | $1.31M | Sell |
9,041
-300
| -3% | -$45K | 0.29% | 35 |
|
|
2023
Q2 | $1.36M | Buy |
9,341
+136
| +1% | +$18.7K | 0.3% | 35 |
|
|
2023
Q1 | $1.2M | Buy |
9,205
+647
| +8% | +$88.6K | 0.29% | 35 |
|
|
2022
Q4 | $1.15M | Buy |
8,558
+42
| +0.5% | +$5.32K | 0.28% | 36 |
|
|
2022
Q3 | $890K | Sell |
8,516
-40
| -0.5% | -$4.59K | 0.24% | 36 |
|
|
2022
Q2 | $963K | Sell |
8,556
-35
| -0.4% | -$4.34K | 0.24% | 40 |
|
|
2022
Q1 | $1.17M | Sell |
8,591
-315
| -4% | -$46.5K | 0.25% | 42 |
|
|
2021
Q4 | $1.41M | Sell |
8,906
-69
| -0.8% | -$11.3K | 0.33% | 38 |
|
|
2021
Q3 | $1.47M | Sell |
8,975
-10
| -0.1% | -$1.57K | 0.38% | 37 |
|
|
2021
Q2 | $1.4M | Buy |
8,985
+54
| +0.6% | +$8.48K | 0.34% | 40 |
|
|
2021
Q1 | $1.36M | Buy |
8,931
+1,623
| +22% | +$233K | 0.38% | 38 |
|
|
2020
Q4 | $929K | Buy |
7,308
+360
| +5% | +$40.2K | 0.28% | 40 |
|
|
2020
Q3 | $669K | Buy |
6,948
+155
| +2% | +$15.2K | 0.23% | 38 |
|
|
2020
Q2 | $639K | Buy |
6,793
+276
| +4% | +$26.2K | 0.25% | 38 |
|
|
2020
Q1 | $587K | Sell |
6,517
-863
| -12% | -$105K | 0.27% | 38 |
|
|
2019
Q4 | $1.03M | Sell |
7,380
-5
| -0.1% | -$641 | 0.4% | 41 |
|
|
2019
Q3 | $869K | Buy |
7,385
+120
| +2% | +$13.6K | 0.37% | 43 |
|
|
2019
Q2 | $812K | Buy |
7,265
+484
| +7% | +$53.4K | 0.35% | 44 |
|
|
2019
Q1 | $686K | Buy |
6,781
+365
| +6% | +$37.6K | 0.33% | 42 |
|
|
2018
Q4 | $626K | Buy |
6,416
+636
| +11% | +$67.8K | 0.33% | 42 |
|
|
2018
Q3 | $652K | Hold |
5,780
| – | – | 0.31% | 41 |
|
|
2018
Q2 | $602K | Sell |
5,780
-275
| -5% | -$30.2K | 0.3% | 44 |
|
|
2018
Q1 | $666K | Buy |
6,055
+300
| +5% | +$34K | 0.35% | 37 |
|
|
2017
Q4 | $615K | Buy |
5,755
+513
| +10% | +$51.9K | 0.32% | 38 |
|
|
2017
Q3 | $501K | Buy |
5,242
+394
| +8% | +$36.3K | 0.27% | 37 |
|
|
2017
Q2 | $443K | Buy |
4,848
+180
| +4% | +$15.5K | 0.26% | 37 |
|
|
2017
Q1 | $410K | Buy |
4,668
+300
| +7% | +$26.5K | 0.23% | 40 |
|
|
2016
Q4 | $377K | Buy |
+4,368
| New | +$333K | 0.23% | 41 |
|
Other funds holding JPM
VCM
VPM
