Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  JPMorgan Chase & Co. (JPM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 52,298 0.56 Add 0.89% <0.01 $294.16 $15,383,980 SEC
2025   Q4 51,838 0.56 Add 2.23% 0.01 $322.22 $16,703,240 SEC
2025   Q3 50,705 0.54 Reduce 0.48% <0.01 $315.43 $15,993,878 SEC
2025   Q2 50,950 0.51 Add 14.54% 0.06 $289.91 $14,770,915 SEC
2025   Q1 44,483 0.40 Add 1.42% <0.01 $245.30 $10,911,680 SEC
2024   Q4 43,862 0.38 Add 1.24% <0.01 $239.71 $10,514,160 SEC
2024   Q3 43,324 0.35 Add 7.70% 0.03 $210.86 $9,135,299 SEC
2024   Q2 40,226 0.34 Add 2.61% <0.01 $202.26 $8,136,111 SEC
2024   Q1 39,203 0.32 Add 6.61% 0.02 $200.30 $7,852,361 SEC
2023   Q4 36,773 0.29 Add 0.46% <0.01 $170.10 $6,255,087 SEC
2023   Q3 36,606 0.29 Add 7.36% 0.02 $145.02 $5,308,602 SEC
2023   Q2 34,095 0.26 Add 3.24% <0.01 $145.44 $4,958,777 SEC
2023   Q1 33,026 0.26 Add 5.71% 0.01 $130.31 $4,303,618 SEC
2022   Q4 31,241 0.26 Add 9.54% 0.02 $134.10 $4,189,418 SEC
2022   Q3 28,519 0.20 Reduce 89.96% 1.90 $104.49 $2,980,000 SEC
2022   Q2 284,157 2.11 Add 2.75% 0.06 $112.61 $31,999,000 SEC
2022   Q1 276,548 2.13 Add 3.46% 0.07 $136.32 $37,699,000 SEC
2021   Q4 267,287 2.26 Reduce 29.99% 1.12 $158.35 $42,325,000 SEC
2021   Q3 381,770 3.73 Add 5.03% 0.18 $163.69 $62,492,000 SEC
2021   Q2 363,488 3.44 Add 2.56% 0.09 $155.54 $56,537,000 SEC
2021   Q1 354,432 3.61 Add 2.55% 0.09 $152.23 $53,955,000 SEC
2020   Q4 345,615 3.37 Add 2.70% 0.09 $0.13 $43,917 SEC
2020   Q3 336,528 2.97 Add 1.33% 0.04 $96.27 $32,398,000 SEC
2020   Q2 332,123 3.11 Add 2.92% 0.09 $94.06 $31,239,000 SEC
2020   Q1 322,693 3.70 Reduce 5.10% 0.22 $90.03 $29,052,000 SEC
2019   Q4 340,025 4.29 Add 0.66% 0.03 $139.40 $47,399,000 SEC
2019   Q3 337,782 3.96 Add 1.13% 0.04 $117.69 $39,754,000 SEC
2019   Q2 334,011 3.77 Add 5.00% 0.18 $111.80 $37,342,000 SEC
2019   Q1 318,115 3.69 Add 5.27% 0.18 $101.23 $32,203,000 SEC
2018   Q4 302,194 3.89 Add 46.15% 1.23 $97.62 $29,500,000 SEC
2018   Q3 206,769 2.80 Add 1,301.16% 2.60 $112.84 $23,332,000 SEC
2018   Q2 14,757 0.22 $104.22 $1,538,000 SEC
2018   Q1 14,757 0.24 $109.98 $1,623,000 SEC
2017   Q4 14,757 0.24 Add 0.14% <0.01 $106.93 $1,578,000 SEC
2017   Q3 14,736 0.22 Add 19.04% 0.04 $95.48 $1,407,000 SEC
2017   Q2 12,379 0.20 $91.36 $1,131,000 SEC
2017   Q1 12,379 0.20 $87.81 $1,087,000 SEC
2016   Q4 12,379 0.20 $86.28 $1,068,000 SEC
2016   Q3 12,379 0.23 $66.56 $824,000 SEC
2016   Q2 12,379 0.22 Buy 0.22 $62.12 $769,000 SEC