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Davis Capital Management’s JPMorgan Chase JPM Stock Holding History

Davis Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Buy
609
+100
+20% +$31.1K 0.12% 90
2026
Q1 		$150K Buy
509
+15
+3% +$4.55K 0.1% 87
2025
Q4 		$159K Hold
494
– – 0.11% 87
2025
Q3 		$156K Buy
+494
New +$147K 0.11% 88
2025
Q1 		$130K Sell
530
-25
-5% -$6.37K 0.1% 88
2024
Q4 		$133K Hold
555
– – 0.11% 90
2024
Q3 		$117K Buy
555
+88
+19% +$18.5K 0.09% 94
2024
Q2 		$96K Hold
467
– – 0.08% 102
2024
Q1 		$93K Buy
467
+29
+7% +$5.23K 0.08% 97
2023
Q4 		$74.6K Buy
+438
New +$66.4K 0.07% 99
2020
Q2 		$3K Hold
28
– – 0.01% 234
2020
Q1 		$3K Buy
+28
New +$3.4K 0.01% 222

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Davis Capital Management's JPM Position: Q2 2026 in Review

Davis Capital Management increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $31.1K and bringing the position to 609 shares worth $199K. The position accounts for 0.12% of the portfolio, ranked #90.

Davis Capital Management first reported a position in JPM in Q1 2020 and has held it in 12 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Davis Capital Management held 609 shares of JPMorgan Chase worth $199K as of Q2 2026.
  • Davis Capital Management bought 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
  • JPMorgan Chase made up 0.12% of Davis Capital Management's portfolio in Q2 2026, its #90 holding.
  • Davis Capital Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 12 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.