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 Q3	$200K	Sell	603 -6	-1%	-$2.1K	0.12%	80
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davis Capital Management's JPM Position: Q3 2026 in Review

Davis Capital Management reduced its JPMorgan Chase (JPM) stake by 0.99% in Q3 2026, selling an estimated $2.1K and leaving 603 shares worth $200K. The position accounts for 0.12% of the portfolio, ranked #80.

Davis Capital Management first reported a position in JPM in Q1 2020 and has held it in 13 quarters since. 2,402 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Davis Capital Management held 603 shares of JPMorgan Chase worth $200K as of Q3 2026.
Davis Capital Management sold 6 JPMorgan Chase shares in Q3 2026, an estimated $2.1K.
JPMorgan Chase made up 0.12% of Davis Capital Management's portfolio in Q3 2026, its #80 holding.
Davis Capital Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 13 quarters since.
2,402 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.