Davis Investment Partners’s JPMorgan Chase JPM Stock Holding History

Davis Investment Partners’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	$1.56M	Hold	4,775	–	–	0.48%	36
2026 Q1	$1.4M	Buy	4,775 +17	+0.4%	+$5.16K	0.5%	34
2025 Q4	$1.55M	Sell	4,758 -1,600	-25%	-$495K	0.54%	30
2025 Q3	$1.98M	Hold	6,358	–	–	0.67%	26
2025 Q2	$1.85M	Buy	6,358 +400	+7%	+$102K	0.66%	24
2025 Q1	$1.4M	Hold	5,958	–	–	0.62%	25
2024 Q4	$1.43M	Hold	5,958	–	–	0.6%	31
2024 Q3	$1.23M	Sell	5,958 -200	-3%	-$42.1K	0.52%	39
2024 Q2	$1.26M	Sell	6,158 -29	-0.5%	-$5.67K	0.52%	40
2024 Q1	$1.21M	Buy	6,187 +81	+1%	+$14.6K	0.53%	32
2023 Q4	$1.05M	Hold	6,106	–	–	0.51%	35
2023 Q3	$873K	Hold	6,106	–	–	0.46%	38
2023 Q2	$953K	Buy	6,106 +136	+2%	+$18.7K	0.45%	39
2023 Q1	$767K	Hold	5,970	–	–	0.41%	38
2022 Q4	$851K	Buy	+5,970	New	+$756K	0.43%	36

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Davis Investment Partners's JPM Position: Q2 2026 in Review

Davis Investment Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,775 shares worth $1.56M. The position accounts for 0.48% of the portfolio, ranked #36.

Davis Investment Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Davis Investment Partners held 4,775 shares of JPMorgan Chase worth $1.56M as of Q2 2026.
Davis Investment Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.48% of Davis Investment Partners's portfolio in Q2 2026, its #36 holding.
Davis Investment Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Davis Investment Partners's JPMorgan Chase position peaked at $1.98M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.