Francois Rochon - Giverny Capital

Holding/activity history for  JPMorgan Chase & Co. (JPM)

PeriodShares% of PortfolioActivity% Change to PortfolioReported Price
2023   Q4 36,773 0.29 Add 0.46% 0.00 $170.10
2023   Q3 36,606 0.29 Add 7.36% 0.02 $145.03
2023   Q2 34,095 0.26 Add 3.24% 0.01 $145.45
2023   Q1 33,026 0.26 Add 5.71% 0.01 $130.32
2022   Q4 31,241 0.26 Add 9.54% 0.02 $134.09
2022   Q3 28,519 0.20 Reduce 89.96% 1.79 $104.49
2022   Q2 284,157 2.11 Add 2.75% 0.06 $112.61
2022   Q1 276,548 2.13 Add 3.46% 0.07 $136.32
2021   Q4 267,287 2.26 Reduce 29.99% 0.97 $158.35
2021   Q3 381,770 3.73 Add 5.03% 0.18 $163.69
2021   Q2 363,488 3.44 Add 2.56% 0.09 $155.54
2021   Q1 354,432 3.61 Add 2.55% 0.09 $152.23
2020   Q4 345,615 3.37 Add 2.70% 0.09 $127.07
2020   Q3 336,528 2.97 Add 1.33% 0.04 $96.27
2020   Q2 332,123 3.11 Add 2.92% 0.09 $94.06
2020   Q1 322,693 3.70 Reduce 5.10% 0.20 $90.03
2019   Q4 340,025 4.29 Add 0.66% 0.03 $139.40
2019   Q3 337,782 3.96 Add 1.13% 0.04 $117.69
2019   Q2 334,011 3.77 Add 5.00% 0.18 $111.80
2019   Q1 318,115 3.69 Add 5.27% 0.18 $101.23
2018   Q4 302,194 3.89 Add 46.15% 1.23 $97.62
2018   Q3 206,769 2.64 Add 1301.16% 2.45 $112.84
2018   Q2 14,757 0.20 $104.22
2018   Q1 14,757 0.22 $109.98
2017   Q4 14,757 0.22 $106.93