Francis Chou’s JPMorgan Chase JPM Stock Holding History

Francis Chou’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-24,275	Closed	-$2.54M	–	21
2022 Q3	$2.54M	Hold	24,275	–	–	1.82%	6
2022 Q2	$2.73M	Hold	24,275	–	–	1.96%	6
2022 Q1	$3.31M	Sell	24,275 -10,000	-29%	-$1.48M	1.76%	8
2021 Q4	$5.43M	Hold	34,275	–	–	2.84%	8
2021 Q3	$5.61M	Hold	34,275	–	–	2.71%	8
2021 Q2	$5.33M	Hold	34,275	–	–	2.33%	8
2021 Q1	$5.21M	Hold	34,275	–	–	2.36%	8
2020 Q4	$4.36M	Hold	34,275	–	–	3.2%	6
2020 Q3	$3.12M	Hold	34,275	–	–	3.14%	7
2020 Q2	$3.11M	Hold	34,275	–	–	3.42%	8
2020 Q1	$3.09M	Sell	34,275 -10,000	-23%	-$1.21M	3.09%	7
2019 Q4	$6.17M	Hold	44,275	–	–	3.55%	6
2019 Q3	$5.21M	Sell	44,275 -65,000	-59%	-$7.35M	3.18%	7
2019 Q2	$12.2M	Hold	109,275	–	–	5.71%	5
2019 Q1	$11M	Hold	109,275	–	–	4.67%	5
2018 Q4	$10.7M	Hold	109,275	–	–	4.79%	6
2018 Q3	$12.3M	Buy	+109,275	New	+$12.4M	4.14%	7
2014 Q4	–	Sell	-1,126,347	Closed	-$25.4M	–	24
2014 Q3	$25.4M	Hold	1,126,347	–	–	6.44%	5
2014 Q2	$23.2M	Buy	+1,126,347	New	+$63.3M	6.37%	6

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Francis Chou's JPM Position: Q4 2022 in Review

Francis Chou sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 24,275 shares — an estimated $2.54M sold.

Francis Chou first reported a position in JPM in Q2 2014 and held it in 19 quarters. The position peaked at $25.4M in Q3 2014. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Francis Chou reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Francis Chou sold 24,275 JPMorgan Chase shares in Q4 2022, an estimated $2.54M.
Francis Chou first reported a position in JPMorgan Chase in Q2 2014 and held it in 19 quarters.
Francis Chou's JPMorgan Chase position peaked at $25.4M in Q3 2014.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Chou Associates Management's 13F filing for Q4 2022, filed 14 Feb 2023.