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Cheviot Value Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cheviot Value Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Cheviot Value Management, LLC held 8,273 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,273 shares
    Change vs previous 13F +100 shares

    0.28% of the 13F portfolio, value $2,708,001.

    13F-HR 0001140361-26-031662 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,173 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,404,170.

    13F-HR 0001140361-26-020764 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,173 shares
    Change vs previous 13F -117 shares

    0.24% of the 13F portfolio, value $2,458,193.

    13F-HR 0001140361-26-003468 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,290 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,531,434.

    13F-HR 0001140361-25-039956 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,290 shares
    Change vs previous 13F -93 shares

    0.27% of the 13F portfolio, value $2,393,820.

    13F-HR 0001140361-25-030867 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,383 shares
    Change vs previous 13F +593 shares

    0.26% of the 13F portfolio, value $2,117,210.

    13F-HR 0001140361-25-018008 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,790 shares
    Change vs previous 13F -123 shares

    0.36% of the 13F portfolio, value $1,867,341.

    13F-HR 0001140361-25-004601 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,913 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,668,535.

    13F-HR 0001140361-24-046784 filed by Cheviot Value Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).