Giverny Capital — JPM Trade History
Quarter-by-quarter changes in the JPMORGAN CHASE & CO position · CUSIP 46625H100
Currently held · 2 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 47,876 | -4,422 | -8.5% | $15.7M | 0.53% |
| 2026 Q1 | 2026-05-15 | Add | 52,298 | 460 | +0.9% | $15.4M | 0.56% |
| 2025 Q4 | 2026-02-13 | Add | 51,838 | 1,133 | +2.2% | $16.7M | 0.56% |
| 2025 Q3 | 2025-11-17 | Reduce | 50,705 | -245 | -0.5% | $16.0M | 0.54% |
| 2025 Q2 | 2025-08-13 | Add | 50,950 | 7,088 | +16.2% | $14.8M | 0.51% |
| 2024 Q4 | 2025-08-12 | Reduce | 43,862 | -621 | -1.4% | $10.5M | 0.38% |
| 2025 Q1 | 2025-08-12 | Add | 44,483 | 1,159 | +2.7% | $10.9M | 0.40% |
| 2024 Q3 | 2024-11-13 | New | 43,324 | 43,324 | — | $9.1M | 0.35% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -40,226 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Add | 40,226 | 3,620 | +9.9% | $8.1M | 0.34% |
| 2023 Q3 | 2024-01-25 | Add | 36,606 | 2,511 | +7.4% | $5.3M | 0.29% |
| 2023 Q2 | 2023-08-07 | Add | 34,095 | 2,854 | +9.1% | $5.0M | 0.26% |
| 2022 Q4 | 2023-05-17 | Reduce | 31,241 | -1,785 | -5.4% | $4.2M | 0.26% |
| 2023 Q1 | 2023-05-12 | Add | 33,026 | 4,507 | +15.8% | $4.3M | 0.26% |
| 2022 Q3 | 2022-11-14 | Reduce | 28,519 | -255,638 | -90.0% | $3.0M | 0.20% |
| 2022 Q2 | 2022-08-12 | Add | 284,157 | 7,609 | +2.8% | $32.0M | 2.11% |
| 2022 Q1 | 2022-05-12 | Add | 276,548 | 9,261 | +3.5% | $37.7M | 2.13% |
| 2021 Q4 | 2022-02-11 | Reduce | 267,287 | -114,483 | -30.0% | $42.3M | 2.26% |
| 2021 Q3 | 2021-11-15 | Add | 381,770 | 18,282 | +5.0% | $62.5M | 3.73% |
| 2021 Q2 | 2021-08-13 | Add | 363,488 | 9,056 | +2.6% | $56.5M | 3.44% |
| 2021 Q1 | 2021-05-17 | Add | 354,432 | 8,817 | +2.6% | $54.0M | 3.61% |
| 2020 Q4 | 2021-02-16 | Add | 345,615 | 9,087 | +2.7% | $43.9M | 3.37% |
| 2020 Q3 | 2020-11-13 | Add | 336,528 | 4,405 | +1.3% | $32.4M | 2.97% |
| 2020 Q2 | 2020-08-07 | Add | 332,123 | 9,430 | +2.9% | $31.2M | 3.11% |
| 2020 Q1 | 2020-05-15 | Reduce | 322,693 | -17,332 | -5.1% | $29.1M | 3.70% |
| 2019 Q4 | 2020-02-07 | Add | 340,025 | 2,243 | +0.7% | $47.4M | 4.29% |
| 2019 Q3 | 2019-11-14 | Add | 337,782 | 3,771 | +1.1% | $39.8M | 3.96% |
| 2019 Q2 | 2019-08-13 | Add | 334,011 | 15,896 | +5.0% | $37.3M | 3.77% |
| 2019 Q1 | 2019-05-14 | Add | 318,115 | 15,921 | +5.3% | $32.2M | 3.69% |
| 2018 Q4 | 2019-02-13 | Add | 302,194 | 95,425 | +46.2% | $29.5M | 3.89% |
| 2018 Q3 | 2018-11-13 | Add | 206,769 | 192,012 | +1301.2% | $23.3M | 2.64% |
| 2018 Q2 | 2018-08-14 | Hold | 14,757 | — | 0.0% | $1.5M | 0.20% |
| 2018 Q1 | 2018-05-11 | Hold | 14,757 | — | 0.0% | $1.6M | 0.22% |
| 2017 Q4 | 2018-02-13 | Add | 14,757 | 21 | +0.1% | $1.6M | 0.22% |
| 2017 Q3 | 2017-11-13 | Add | 14,736 | 2,357 | +19.0% | $1.4M | 0.21% |
| 2017 Q2 | 2017-08-04 | Hold | 12,379 | — | 0.0% | $1.1M | 0.18% |
| 2017 Q1 | 2017-05-11 | Hold | 12,379 | — | 0.0% | $1.1M | 0.18% |
| 2016 Q4 | 2017-02-10 | Hold | 12,379 | — | 0.0% | $1.1M | 0.18% |
| 2016 Q3 | 2016-11-08 | New | 12,379 | 12,379 | — | $824.0K | 0.15% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.