DSA
Davis Selected Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184M | Sell |
636,042
-3,810
| -0.6% | -$1.1M | 0.99% | 28 |
|
|
2025
Q1 | $157M | Sell |
639,852
-17,871
| -3% | -$4.38M | 0.9% | 27 |
|
|
2024
Q4 | $158M | Sell |
657,723
-741,805
| -53% | -$178M | 0.92% | 26 |
|
|
2024
Q3 | $295M | Sell |
1,399,528
-449,825
| -24% | -$94.9M | 1.66% | 23 |
|
|
2024
Q2 | $374M | Sell |
1,849,353
-1,378,316
| -43% | -$279M | 2.17% | 19 |
|
|
2024
Q1 | $647M | Sell |
3,227,669
-765,565
| -19% | -$153M | 3.62% | 9 |
|
|
2023
Q4 | $679M | Sell |
3,993,234
-143,951
| -3% | -$24.5M | 3.84% | 7 |
|
|
2023
Q3 | $600M | Sell |
4,137,185
-68,902
| -2% | -$9.99M | 3.76% | 8 |
|
|
2023
Q2 | $612M | Buy |
4,206,087
+12,793
| +0.3% | +$1.86M | 3.73% | 8 |
|
|
2023
Q1 | $546M | Sell |
4,193,294
-80,885
| -2% | -$10.5M | 3.61% | 9 |
|
|
2022
Q4 | $573M | Sell |
4,274,179
-168,160
| -4% | -$22.6M | 3.9% | 11 |
|
|
2022
Q3 | $464M | Sell |
4,442,339
-61,447
| -1% | -$6.42M | 3.3% | 11 |
|
|
2022
Q2 | $507M | Sell |
4,503,786
-143,351
| -3% | -$16.1M | 3.25% | 15 |
|
|
2022
Q1 | $633M | Sell |
4,647,137
-221,928
| -5% | -$30.3M | 3.2% | 13 |
|
|
2021
Q4 | $771M | Sell |
4,869,065
-111,582
| -2% | -$17.7M | 3.58% | 12 |
|
|
2021
Q3 | $815M | Sell |
4,980,647
-724,732
| -13% | -$119M | 3.77% | 9 |
|
|
2021
Q2 | $887M | Sell |
5,705,379
-655,327
| -10% | -$102M | 3.65% | 10 |
|
|
2021
Q1 | $968M | Sell |
6,360,706
-496,683
| -7% | -$75.6M | 4.24% | 8 |
|
|
2020
Q4 | $871M | Sell |
6,857,389
-289,068
| -4% | -$36.7M | 4.19% | 9 |
|
|
2020
Q3 | $688M | Sell |
7,146,457
-205,285
| -3% | -$19.8M | 3.83% | 10 |
|
|
2020
Q2 | $692M | Buy |
7,351,742
+120,847
| +2% | +$11.4M | 4% | 11 |
|
|
2020
Q1 | $651M | Sell |
7,230,895
-154,459
| -2% | -$13.9M | 4.41% | 11 |
|
|
2019
Q4 | $1.03B | Sell |
7,385,354
-316,331
| -4% | -$44.1M | 4.92% | 8 |
|
|
2019
Q3 | $906M | Sell |
7,701,685
-222,467
| -3% | -$26.2M | 4.56% | 8 |
|
|
2019
Q2 | $886M | Sell |
7,924,152
-27,657
| -0.3% | -$3.09M | 4.38% | 9 |
|
|
2019
Q1 | $805M | Sell |
7,951,809
-81,509
| -1% | -$8.25M | 3.96% | 11 |
|
|
2018
Q4 | $784M | Sell |
8,033,318
-59,995
| -0.7% | -$5.85M | 4.38% | 8 |
|
|
2018
Q3 | $913M | Sell |
8,093,313
-3,816,506
| -32% | -$431M | 3.93% | 9 |
|
|
2018
Q2 | $1.24B | Sell |
11,909,819
-226,704
| -2% | -$23.6M | 5.28% | 4 |
|
|
2018
Q1 | $1.33B | Sell |
12,136,523
-452,710
| -4% | -$49.8M | 5.77% | 3 |
|
|
2017
Q4 | $1.35B | Sell |
12,589,233
-162,953
| -1% | -$17.4M | 5.72% | 3 |
|
|
2017
Q3 | $1.22B | Sell |
12,752,186
-755,072
| -6% | -$72.1M | 5.18% | 3 |
|
|
2017
Q2 | $1.23B | Sell |
13,507,258
-1,766,771
| -12% | -$161M | 5.4% | 3 |
|
|
2017
Q1 | $1.34B | Sell |
15,274,029
-1,536,963
| -9% | -$135M | 5.79% | 3 |
|
|
2016
Q4 | $1.45B | Sell |
16,810,992
-142,284
| -0.8% | -$12.3M | 6.35% | 2 |
|
|
2016
Q3 | $1.13B | Sell |
16,953,276
-822,985
| -5% | -$54.8M | 4.92% | 4 |
|
|
2016
Q2 | $1.1B | Buy |
17,776,261
+133,233
| +0.8% | +$8.28M | 4.86% | 3 |
|
|
2016
Q1 | $1.04B | Buy |
17,643,028
+238,192
| +1% | +$14.1M | 4.62% | 3 |
|
|
2015
Q4 | $1.15B | Sell |
17,404,836
-359,652
| -2% | -$23.7M | 4.79% | 3 |
|
|
2015
Q3 | $1.08B | Sell |
17,764,488
-756,729
| -4% | -$46.1M | 4.49% | 5 |
|
|
2015
Q2 | $1.25B | Sell |
18,521,217
-56,801
| -0.3% | -$3.85M | 4.39% | 6 |
|
|
2015
Q1 | $1.13B | Buy |
18,578,018
+7,481,588
| +67% | +$453M | 3.83% | 9 |
|
|
2014
Q4 | $694M | Buy |
11,096,430
+10,315
| +0.1% | +$646K | 2.25% | 13 |
|
|
2014
Q3 | $668M | Sell |
11,086,115
-37,694
| -0.3% | -$2.27M | 2.07% | 13 |
|
|
2014
Q2 | $641M | Buy |
11,123,809
+4,865,101
| +78% | +$280M | 1.91% | 16 |
|
|
2014
Q1 | $380M | Sell |
6,258,708
-460,919
| -7% | -$28M | 1.05% | 27 |
|
|
2013
Q4 | $393M | Sell |
6,719,627
-351,777
| -5% | -$20.6M | 0.96% | 30 |
|
|
2013
Q3 | $366M | Sell |
7,071,404
-530,099
| -7% | -$27.4M | 0.95% | 31 |
|
|
2013
Q2 | $401M | Buy |
+7,601,503
| New | +$401M | 1.02% | 29 |
|