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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Davis Investment Partners's JPM Position: Q1 2026 in Review

Davis Investment Partners increased its JPMorgan Chase (JPM) stake by 0.36% in Q1 2026, buying an estimated $5.16K and bringing the position to 4,775 shares worth $1.4M. The position accounts for 0.5% of the portfolio, ranked #34.

Davis Investment Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Davis Investment Partners held 4,775 shares of JPMorgan Chase worth $1.4M as of Q1 2026.
Davis Investment Partners bought 17 JPMorgan Chase shares in Q1 2026, an estimated $5.16K.
JPMorgan Chase made up 0.5% of Davis Investment Partners's portfolio in Q1 2026, its #34 holding.
Davis Investment Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Davis Investment Partners's JPMorgan Chase position peaked at $1.98M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.