Giverny Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
50,950
+6,467
| +15% | +$1.87M | 0.51% | 32 |
|
|
2025
Q1 | $10.9M | Buy |
44,483
+621
| +1% | +$152K | 0.4% | 33 |
|
|
2024
Q4 | $10.5M | Buy |
43,862
+538
| +1% | +$129K | 0.38% | 34 |
|
|
2024
Q3 | $9.14M | Buy |
43,324
+3,098
| +8% | +$653K | 0.35% | 34 |
|
|
2024
Q2 | $8.14M | Buy |
40,226
+1,023
| +3% | +$207K | 0.34% | 34 |
|
|
2024
Q1 | $7.85M | Buy |
39,203
+2,430
| +7% | +$487K | 0.32% | 35 |
|
|
2023
Q4 | $6.26M | Buy |
36,773
+167
| +0.5% | +$28.4K | 0.29% | 35 |
|
|
2023
Q3 | $5.31M | Buy |
36,606
+2,511
| +7% | +$364K | 0.29% | 34 |
|
|
2023
Q2 | $4.96M | Buy |
34,095
+1,069
| +3% | +$155K | 0.26% | 35 |
|
|
2023
Q1 | $4.3M | Buy |
33,026
+1,785
| +6% | +$233K | 0.26% | 34 |
|
|
2022
Q4 | $4.19M | Buy |
31,241
+2,722
| +10% | +$365K | 0.26% | 36 |
|
|
2022
Q3 | $2.98M | Sell |
28,519
-255,638
| -90% | -$26.7M | 0.2% | 36 |
|
|
2022
Q2 | $32M | Buy |
284,157
+7,609
| +3% | +$857K | 2.11% | 20 |
|
|
2022
Q1 | $37.7M | Buy |
276,548
+9,261
| +3% | +$1.26M | 2.13% | 20 |
|
|
2021
Q4 | $42.3M | Sell |
267,287
-114,483
| -30% | -$18.1M | 2.26% | 19 |
|
|
2021
Q3 | $62.5M | Buy |
381,770
+18,282
| +5% | +$2.99M | 3.73% | 13 |
|
|
2021
Q2 | $56.5M | Buy |
363,488
+9,056
| +3% | +$1.41M | 3.44% | 14 |
|
|
2021
Q1 | $54M | Buy |
354,432
+8,817
| +3% | +$1.34M | 3.61% | 14 |
|
|
2020
Q4 | $43.9M | Buy |
345,615
+9,087
| +3% | +$1.15M | 3.37% | 15 |
|
|
2020
Q3 | $32.4M | Buy |
336,528
+4,405
| +1% | +$424K | 2.97% | 15 |
|
|
2020
Q2 | $31.2M | Buy |
332,123
+9,430
| +3% | +$887K | 3.11% | 14 |
|
|
2020
Q1 | $29.1M | Sell |
322,693
-17,332
| -5% | -$1.56M | 3.7% | 12 |
|
|
2019
Q4 | $47.4M | Buy |
340,025
+2,243
| +0.7% | +$313K | 4.29% | 7 |
|
|
2019
Q3 | $39.8M | Buy |
337,782
+3,771
| +1% | +$444K | 3.96% | 9 |
|
|
2019
Q2 | $37.3M | Buy |
334,011
+15,896
| +5% | +$1.78M | 3.77% | 9 |
|
|
2019
Q1 | $32.2M | Buy |
318,115
+15,921
| +5% | +$1.61M | 3.69% | 9 |
|
|
2018
Q4 | $29.5M | Buy |
302,194
+95,425
| +46% | +$9.32M | 3.89% | 8 |
|
|
2018
Q3 | $23.3M | Buy |
206,769
+192,012
| +1,301% | +$21.7M | 2.64% | 14 |
|
|
2018
Q2 | $1.54M | Hold |
14,757
| – | – | 0.2% | 22 |
|
|
2018
Q1 | $1.62M | Hold |
14,757
| – | – | 0.22% | 21 |
|
|
2017
Q4 | $1.58M | Buy |
14,757
+21
| +0.1% | +$2.25K | 0.22% | 21 |
|
|
2017
Q3 | $1.41M | Buy |
14,736
+2,357
| +19% | +$225K | 0.21% | 19 |
|
|
2017
Q2 | $1.13M | Hold |
12,379
| – | – | 0.18% | 19 |
|
|
2017
Q1 | $1.09M | Hold |
12,379
| – | – | 0.18% | 18 |
|
|
2016
Q4 | $1.07M | Hold |
12,379
| – | – | 0.18% | 21 |
|
|
2016
Q3 | $824K | Hold |
12,379
| – | – | 0.15% | 22 |
|
|
2016
Q2 | $769K | Buy |
+12,379
| New | +$769K | 0.15% | 20 |
|