Francis Chou
Chou Associates Management
Francis Chou JPMorgan Chase & Co stake
total: 81
Chou Associates Management JPM trades
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 2
- Reduced:
- 3
- Held since:
- 2018 Q3
- Held for:
- 17 quarters
- Latest activity:
- 2022 Q4
According to 2026 Q2 report, Francis Chou doesn't hold any JPMorgan Chase & Co (JPM) shares. To date, the estimated cost basis is nearly $112.84 for "buy" trades and estimated average "sell" price is $113.94. Chou Associates Management first purchased JPM in 2014 Q2, initially acquiring about 1.13M shares. Francis Chou later completely sold out the position and invested in JPMorgan Chase & Co again in 2018 Q3. Since the initial investment in JPMorgan Chase & Co (JPM), Chou Associates Management has made 6 more transactions.
When did Francis Chou sell JPMorgan Chase & Co (JPM)?
Francis Chou sold off the entire JPMorgan Chase & Co (JPM) position in 2022 Q4.
When did Francis Chou buy JPMorgan Chase & Co (JPM)?
Francis Chou first invested in JPMorgan Chase & Co (JPM) in 2014 Q2 at the reported quarter-end price of $20.64 per share.
What's the cost basis of Chou Associates Management's JPM stake?
The estimated cost basis for JPMorgan Chase & Co (JPM) stake is around $112.84 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $112.84
- Weighted AVG sell price:
- $113.94
Francis Chou's historical trades in JPMorgan Chase & Co
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2022 Q4
|
0.00%
|
0
|
$104.51
|
|
-100% (-24,275)
|
-2.51%
|
|
2022 Q1
|
2.44%
|
24,275
|
$136.31
|
$3,309,000
|
-29.18% (-10,000)
|
-0.94%
|
|
2020 Q1
|
3.09%
|
$90.04
|
-22.59% (-10,000)
|
|||
|
2019 Q3
|
3.18%
|
$117.70
|
-59.48% (-65,000)
|
|||
|
2018 Q3
|
4.42%
|
$112.84
|
new
|
|||
|
2014 Q4
|
0.00%
|
$22.56
|
-100% (-1,126,347)
|
|||
|
2014 Q2
|
6.37%
|
$20.64
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.