JPM
JPMorgan Chase & Co
JPMorgan Chase & Co historical holders
total: 29
Chou Associates Management JPMorgan Chase & Co transactions over time
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 2
- Reduced:
- 3
- Held since:
- 2018 Q3
- Held for:
- 17 quarters
- Latest activity:
- 2022 Q4
Francis Chou has been an institutional investor in JPMorgan Chase & Co (JPM) since 2014 Q2. According to 2026 Q1 report, Francis Chou doesn't hold any shares. The fund/company first acquired JPM in 2014 Q2, initially purchasing about 1.13M shares. Francis Chou later completely sold out the position and reinvested in JPM again in 2018 Q3. Since the initial investment, Chou Associates Management has made 6 more transactions in this position.
When did Francis Chou exit their JPM position?
Francis Chou no longer holds JPMorgan Chase & Co (JPM). They sold off their entire position in 2022 Q4, closing out an investment that began in 2014 Q2.
When did Francis Chou first invest in JPM?
Francis Chou first invested in JPMorgan Chase & Co (JPM) in 2014 Q2 at the reported quarter-end price of $20.64 per share, acquiring 1,126,347 shares in their initial purchase.
What is Francis Chou's average cost basis for JPM?
Based on historical transaction data, Francis Chou's estimated cost basis for JPMorgan Chase & Co (JPM) is approximately $112.84 per share. This represents their average reported price* across all buy transactions.
Has Francis Chou reinvested in JPM after selling?
Yes, Francis Chou has shown renewed interest in JPMorgan Chase & Co (JPM). After completely selling their position, they reinitiated an investment in 2018 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $112.84
- Weighted AVG sell price:
- $113.94
JPM transactions history by Chou Associates Management
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.