Francois Rochon
Giverny Capital
Francois Rochon JPMorgan Chase & Co stake
total: 126
Giverny Capital JPM trades
- Total transactions:
- 35
- New positions:
- 1
- Added:
- 29
- Reduced:
- 5
- Held since:
- 2016 Q2
- Held for:
- 41 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 47,876 JPMorgan Chase & Co (JPM) shares with a market value of roughly $15.67M accounting for 0.53% of the overall portfolio. To date, the estimated cost basis is nearly $117.28 for "buy" trades and estimated average "sell" price is $122.22. Giverny Capital first purchased JPM in 2016 Q2, initially acquiring 12,379 shares. Since the initial investment in JPMorgan Chase & Co (JPM), Giverny Capital has made 34 more transactions.
When did Francois Rochon buy JPMorgan Chase & Co (JPM)?
Francois Rochon first invested in JPMorgan Chase & Co (JPM) in 2016 Q2 at the reported quarter-end price of $62.12 per share.
What's the cost basis of Giverny Capital's JPM stake?
The estimated cost basis for JPMorgan Chase & Co (JPM) stake is around $117.28 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $117.28
- Weighted AVG sell price:
- $122.22
Francois Rochon's historical trades in JPMorgan Chase & Co
35 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.53%
|
47,876
|
$327.33
|
$15,671,251
|
-8.46% (-4,422)
|
-0.05%
|
|
2026 Q1
|
0.56%
|
52,298
|
$294.16
|
$15,383,980
|
+0.89% (+460)
|
+0%
|
|
2025 Q4
|
0.56%
|
51,838
|
$322.22
|
$16,703,240
|
+2.23% (+1,133)
|
+0.01%
|
|
2025 Q3
|
0.54%
|
50,705
|
$315.43
|
$15,993,878
|
-0.48% (-245)
|
-0%
|
|
2025 Q2
|
0.51%
|
50,950
|
$289.91
|
$14,770,915
|
+14.54% (+6,467)
|
+0.06%
|
|
2025 Q1
|
0.40%
|
44,483
|
$245.30
|
$10,911,680
|
+1.42% (+621)
|
+0.01%
|
|
2024 Q4
|
0.38%
|
43,862
|
$239.71
|
$10,514,160
|
+1.24% (+538)
|
+0%
|
|
2024 Q3
|
0.35%
|
43,324
|
$210.86
|
$9,135,299
|
+7.70% (+3,098)
|
+0.02%
|
|
2024 Q2
|
0.34%
|
40,226
|
$202.26
|
$8,136,111
|
+2.61% (+1,023)
|
+0.01%
|
|
2024 Q1
|
0.32%
|
39,203
|
$200.30
|
$7,852,361
|
+6.61% (+2,430)
|
+0.02%
|
|
2023 Q4
|
0.29%
|
$170.10
|
+0.46% (+167)
|
|||
|
2023 Q3
|
0.29%
|
$145.02
|
+7.36% (+2,511)
|
|||
|
2023 Q2
|
0.26%
|
$145.44
|
+3.24% (+1,069)
|
|||
|
2023 Q1
|
0.26%
|
$130.31
|
+5.71% (+1,785)
|
|||
|
2022 Q4
|
0.26%
|
$134.10
|
+9.54% (+2,722)
|
|||
|
2022 Q3
|
0.20%
|
$104.49
|
-89.96% (-255,638)
|
|||
|
2022 Q2
|
2.11%
|
$112.61
|
+2.75% (+7,609)
|
|||
|
2022 Q1
|
2.13%
|
$136.32
|
+3.46% (+9,261)
|
|||
|
2021 Q4
|
2.26%
|
$158.35
|
-29.99% (-114,483)
|
|||
|
2021 Q3
|
3.73%
|
$163.69
|
+5.03% (+18,282)
|
|||
|
2021 Q2
|
3.44%
|
$155.54
|
+2.56% (+9,056)
|
|||
|
2021 Q1
|
3.61%
|
$152.23
|
+2.55% (+8,817)
|
|||
|
2020 Q4
|
3.37%
|
$127.07
|
+2.70% (+9,087)
|
|||
|
2020 Q3
|
2.97%
|
$96.27
|
+1.33% (+4,405)
|
|||
|
2020 Q2
|
3.11%
|
$94.06
|
+2.92% (+9,430)
|
|||
|
2020 Q1
|
3.70%
|
$90.03
|
-5.10% (-17,332)
|
|||
|
2019 Q4
|
4.29%
|
$139.40
|
+0.66% (+2,243)
|
|||
|
2019 Q3
|
3.96%
|
$117.69
|
+1.13% (+3,771)
|
|||
|
2019 Q2
|
3.77%
|
$111.80
|
+5.00% (+15,896)
|
|||
|
2019 Q1
|
3.69%
|
$101.23
|
+5.27% (+15,921)
|
|||
|
2018 Q4
|
3.89%
|
$97.62
|
+46.15% (+95,425)
|
|||
|
2018 Q3
|
2.64%
|
$112.84
|
+1,301.16% (+192,012)
|
|||
|
2017 Q4
|
0.22%
|
$106.93
|
+0.14% (+21)
|
|||
|
2017 Q3
|
0.21%
|
$95.48
|
+19.04% (+2,357)
|
|||
|
2016 Q2
|
0.15%
|
$62.12
|
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.