A detailed history of Cheviot Value Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cheviot Value Management, LLC holds 7,913 shares of JPM stock, worth $1.89 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,913
Previous 8,199 3.49%
Holding current value
$1.89 Million
Previous $1.66 Million 0.54%
% of portfolio
0.34%
Previous 0.35%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$194.9 - $224.8 $55,741 - $64,292
-286 Reduced 3.49%
7,913 $1.67 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $114,250 - $143,392
-842 Reduced 9.31%
8,199 $1.39 Million
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $42,963 - $47,400
-300 Reduced 3.21%
9,041 $1.31 Million
Q2 2023

Nov 07, 2023

BUY
$127.47 - $145.44 $17,335 - $19,779
136 Added 1.48%
9,341 $1.36 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $80,816 - $93,038
647 Added 7.56%
9,205 $1.2 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $4,282 - $5,789
42 Added 0.49%
8,558 $1.15 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $829 - $4,823
-40 Reduced 0.47%
8,516 $890,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $3,941 - $4,756
-35 Reduced 0.41%
8,556 $963,000
Q1 2022

May 11, 2022

SELL
$128.3 - $168.44 $40,414 - $53,058
-315 Reduced 3.54%
8,591 $1.17 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $10,621 - $11,852
-69 Reduced 0.77%
8,906 $1.41 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $1,469 - $1,669
-10 Reduced 0.11%
8,975 $1.47 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $7,957 - $8,987
54 Added 0.6%
8,985 $1.4 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $203,929 - $255,865
1,623 Added 22.21%
8,931 $1.36 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $34,754 - $45,745
360 Added 5.18%
7,308 $929,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $14,148 - $16,092
155 Added 2.28%
6,948 $669,000
Q2 2020

Aug 17, 2020

BUY
$84.03 - $113.45 $23,192 - $31,312
276 Added 4.24%
6,793 $639,000
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $583,241 - $1.04 Million
-7,380 Closed
0 $0
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $559 - $697
-5 Reduced 0.07%
7,380 $1.03 Million
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $12,576 - $14,427
120 Added 1.65%
7,385 $869,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $50,645 - $56,202
484 Added 7.14%
7,265 $812,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $35,445 - $39,124
365 Added 5.69%
6,781 $686,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $58,601 - $73,343
636 Added 11.0%
6,416 $626,000
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $28,391 - $31,429
-275 Reduced 4.54%
5,780 $602,000
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $32,103 - $35,631
300 Added 5.21%
6,055 $666,000
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $49,176 - $55,316
513 Added 9.79%
5,755 $615,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $34,837 - $37,630
394 Added 8.13%
5,242 $501,000
Q2 2017

Aug 11, 2017

BUY
N/A
4,848
4,848 $443,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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