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Giverny Capital’s JPMorgan Chase JPM Stock Holding History

Giverny Capital’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
2026
Q1 		$15.4M Buy
52,298
+460
+0.9% +$140K 0.56% 30
2025
Q4 		$16.7M Buy
51,838
+1,133
+2% +$351K 0.56% 27
2025
Q3 		$16M Sell
50,705
-245
-0.5% -$72.9K 0.54% 29
2025
Q2 		$14.8M Buy
50,950
+6,467
+15% +$1.65M 0.51% 32
2025
Q1 		$10.9M Buy
44,483
+621
+1% +$158K 0.4% 33
2024
Q4 		$10.5M Buy
43,862
+538
+1% +$125K 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% +$200K 0.34% 34
2024
Q1 		$7.85M Buy
39,203
+2,430
+7% +$438K 0.32% 35
2023
Q4 		$6.26M Buy
36,773
+167
+0.5% +$25.3K 0.29% 35
2023
Q3 		$5.31M Buy
36,606
+2,511
+7% +$376K 0.29% 34
2023
Q2 		$4.96M Buy
34,095
+1,069
+3% +$147K 0.26% 35
2023
Q1 		$4.3M Buy
33,026
+1,785
+6% +$245K 0.26% 34
2022
Q4 		$4.19M Buy
31,241
+2,722
+10% +$345K 0.26% 36
2022
Q3 		$2.98M Sell
28,519
-255,638
-90% -$29.3M 0.2% 36
2022
Q2 		$32M Buy
284,157
+7,609
+3% +$943K 2.11% 20
2022
Q1 		$37.7M Buy
276,548
+9,261
+3% +$1.37M 2.13% 20
2021
Q4 		$42.3M Sell
267,287
-114,483
-30% -$18.8M 2.26% 19
2021
Q3 		$62.5M Buy
381,770
+18,282
+5% +$2.87M 3.73% 13
2021
Q2 		$56.5M Buy
363,488
+9,056
+3% +$1.42M 3.44% 14
2021
Q1 		$54M Buy
354,432
+8,817
+3% +$1.27M 3.61% 14
2020
Q4 		$43.9M Buy
345,615
+9,087
+3% +$1.02M 3.37% 15
2020
Q3 		$32.4M Buy
336,528
+4,405
+1% +$433K 2.97% 15
2020
Q2 		$31.2M Buy
332,123
+9,430
+3% +$895K 3.11% 14
2020
Q1 		$29.1M Sell
322,693
-17,332
-5% -$2.11M 3.7% 12
2019
Q4 		$47.4M Buy
340,025
+2,243
+0.7% +$288K 4.29% 7
2019
Q3 		$39.8M Buy
337,782
+3,771
+1% +$427K 3.96% 9
2019
Q2 		$37.3M Buy
334,011
+15,896
+5% +$1.75M 3.77% 9
2019
Q1 		$32.2M Buy
318,115
+15,921
+5% +$1.64M 3.69% 9
2018
Q4 		$29.5M Buy
302,194
+95,425
+46% +$10.2M 3.89% 8
2018
Q3 		$23.3M Buy
206,769
+192,012
+1,301% +$21.8M 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% +$2.13K 0.22% 21
2017
Q3 		$1.41M Buy
14,736
+2,357
+19% +$217K 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 +$773K 0.15% 20

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Giverny Capital's JPM Position: Q1 2026 in Review

Giverny Capital increased its JPMorgan Chase (JPM) stake by 0.89% in Q1 2026, buying an estimated $140K and bringing the position to 52,298 shares worth $15.4M. The position accounts for 0.56% of the portfolio, ranked #30.

Giverny Capital first reported a position in JPM in Q2 2016 and has held it in 40 quarters since. The position peaked at $62.5M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Giverny Capital held 52,298 shares of JPMorgan Chase worth $15.4M as of Q1 2026.
  • Giverny Capital bought 460 JPMorgan Chase shares in Q1 2026, an estimated $140K.
  • JPMorgan Chase made up 0.56% of Giverny Capital's portfolio in Q1 2026, its #30 holding.
  • Giverny Capital first reported a position in JPMorgan Chase in Q2 2016 and has held it in 40 quarters since.
  • Giverny Capital's JPMorgan Chase position peaked at $62.5M in Q3 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.