Berkshire Hathaway JPM trades
Warren Buffett
Warren Buffett JPMorgan Chase & Co stake
total: 135
Trades details
- Total transactions:
- 7
- New positions:
- 1
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 3
- Held since:
- 2018 Q3
- Held for:
- 9 quarters
- Latest activity:
- 2020 Q4
According to 2026 Q2 report, Warren Buffett doesn't hold any JPMorgan Chase & Co (JPM) shares. To date, the estimated cost basis is nearly $107.31 for "buy" trades and estimated average "sell" price is $94.76. Berkshire Hathaway first purchased JPM in 2018 Q3, initially acquiring about 35.66M shares. Since the initial investment in JPMorgan Chase & Co (JPM), Berkshire Hathaway has made 6 more transactions.
When did Warren Buffett sell JPMorgan Chase & Co (JPM)?
Warren Buffett sold off the entire JPMorgan Chase & Co (JPM) position in 2020 Q4.
When did Warren Buffett buy JPMorgan Chase & Co (JPM)?
Warren Buffett first invested in JPMorgan Chase & Co (JPM) in 2018 Q3 at the reported quarter-end price of $112.84 per share.
What's the cost basis of Berkshire Hathaway's JPM stake?
The estimated cost basis for JPMorgan Chase & Co (JPM) stake is around $107.31 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $107.31
- Weighted AVG sell price:
- $94.76
Warren Buffett's historical trades in JPMorgan Chase & Co
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2020 Q4
|
0.00%
|
$96.27
|
-100% (-967,267)
|
|||
|
2020 Q3
|
0.04%
|
$96.27
|
-95.64% (-21,241,160)
|
|||
|
2020 Q2
|
1.03%
|
$94.06
|
-61.52% (-35,506,006)
|
|||
|
2020 Q1
|
2.96%
|
$90.03
|
-3.03% (-1,800,499)
|
|||
|
2019 Q1
|
3.02%
|
$101.23
|
+18.75% (+9,398,538)
|
|||
|
2018 Q4
|
2.67%
|
$97.62
|
+40.52% (+14,451,627)
|
|||
|
2018 Q3
|
1.82%
|
$112.84
|
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.