Davis Selected Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184M | Sell |
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|
2025
Q1 | $157M | Sell |
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|
2024
Q4 | $158M | Sell |
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|
2024
Q3 | $295M | Sell |
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|
2024
Q2 | $374M | Sell |
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|
2024
Q1 | $647M | Sell |
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|
2023
Q4 | $679M | Sell |
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|
2023
Q3 | $600M | Sell |
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|
2023
Q2 | $612M | Buy |
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|
2023
Q1 | $546M | Sell |
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|
2022
Q4 | $573M | Sell |
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|
2022
Q3 | $464M | Sell |
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|
2022
Q2 | $507M | Sell |
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|
2022
Q1 | $633M | Sell |
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|
2021
Q4 | $771M | Sell |
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|
2021
Q3 | $815M | Sell |
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|
2021
Q2 | $887M | Sell |
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|
2021
Q1 | $968M | Sell |
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|
2020
Q4 | $871M | Sell |
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|
2020
Q3 | $688M | Sell |
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|
2020
Q2 | $692M | Buy |
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|
2020
Q1 | $651M | Sell |
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|
2019
Q4 | $1.03B | Sell |
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|
2019
Q3 | $906M | Sell |
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|
2019
Q2 | $886M | Sell |
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|
2019
Q1 | $805M | Sell |
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|
2018
Q4 | $784M | Sell |
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|
2018
Q3 | $913M | Sell |
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|
2018
Q2 | $1.24B | Sell |
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|
2018
Q1 | $1.33B | Sell |
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|
2017
Q4 | $1.35B | Sell |
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|
2017
Q3 | $1.22B | Sell |
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|
2017
Q2 | $1.23B | Sell |
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|
2017
Q1 | $1.34B | Sell |
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|
2016
Q4 | $1.45B | Sell |
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|
2016
Q3 | $1.13B | Sell |
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|
2016
Q2 | $1.1B | Buy |
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|
2016
Q1 | $1.04B | Buy |
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|
2015
Q4 | $1.15B | Sell |
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|
2015
Q3 | $1.08B | Sell |
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|
2015
Q2 | $1.25B | Sell |
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|
2015
Q1 | $1.13B | Buy |
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|
2014
Q4 | $694M | Buy |
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|
2014
Q3 | $668M | Sell |
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|
2014
Q2 | $641M | Buy |
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|
2014
Q1 | $380M | Sell |
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|
2013
Q4 | $393M | Sell |
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|
2013
Q3 | $366M | Sell |
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|
2013
Q2 | $401M | Buy |
|