JP Morgan Chase
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JP Morgan Chase’s DaVita DVA Stock Holding History

JP Morgan Chase’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
6,200
-3,800
-38% -$690K ﹤0.01% 4467
2026
Q1 		$1.52M Sell
10,000
-11,400
-53% -$1.55M ﹤0.01% 4299
2025
Q4 		$2.43M Buy
21,400
+16,400
+328% +$1.99M ﹤0.01% 3932
2025
Q3 		$664K Hold
5,000
– – ﹤0.01% 4857
2025
Q2 		$712K Hold
5,000
– – ﹤0.01% 4589
2025
Q1 		$765K Sell
5,000
-3,300
-40% -$518K ﹤0.01% 4520
2024
Q4 		$1.24M Buy
+8,300
New +$1.3M ﹤0.01% 4470
2023
Q4 		– Sell
-2,800
Closed -$265K – 7597
2023
Q3 		$265K Buy
+2,800
New +$286K ﹤0.01% 4883
2023
Q1 		– Sell
-300
Closed -$22K – 6808
2022
Q4 		$22K Hold
300
– – ﹤0.01% 5850
2022
Q3 		$25K Hold
300
– – ﹤0.01% 5741
2022
Q2 		$24K Buy
+300
New +$30.4K ﹤0.01% 5850
2020
Q3 		– Sell
-100,000
Closed -$7.91M – 5532
2020
Q2 		$7.91M Sell
100,000
-138,000
-58% -$10.8M ﹤0.01% 2086
2020
Q1 		$18.1M Buy
+238,000
New +$18.7M ﹤0.01% 1320
2019
Q4 		– Sell
-100,000
Closed -$5.71M – 5657
2019
Q3 		$5.71M Buy
100,000
+50,000
+100% +$2.9M ﹤0.01% 2598
2019
Q2 		$2.77M Hold
50,000
– – ﹤0.01% 3149
2019
Q1 		$2.71M Buy
+50,000
New +$2.77M ﹤0.01% 3116
2018
Q4 		– Sell
-291,000
Closed -$20.8M – 5732
2018
Q3 		$20.8M Buy
+291,000
New +$20.6M ﹤0.01% 1627
2018
Q2 		– Sell
-112,500
Closed -$7.42M – 5564
2018
Q1 		$7.42M Buy
+112,500
New +$8.26M ﹤0.01% 2248

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase's DVA Position: Q2 2026 in Review

JP Morgan Chase reduced its DaVita (DVA) stake by 24% in Q2 2026, selling an estimated $11.3M and leaving 200,781 shares worth $44.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

JP Morgan Chase first reported a position in DVA in Q2 2013 and has held it in 53 quarters since. The position peaked at $441M in Q2 2013. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • JP Morgan Chase held 200,781 shares of DaVita worth $44.5M as of Q2 2026.
  • JP Morgan Chase sold 62,391 DaVita shares in Q2 2026, an estimated $11.3M.
  • DaVita made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1561 holding.
  • JP Morgan Chase first reported a position in DaVita in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's DaVita position peaked at $441M in Q2 2013.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.