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30 quarters

Position history for DAVIS SELECTED ADVISERSDAVIS SELECTED ADVISERS's holdings in JPMORGAN CHASE & CO

DAVIS SELECTED ADVISERS holds 476,389 shares of JPM (JPMORGAN CHASE & CO), worth $155.9M as of 2026-Q2. The position was decreased (-14.4% shares). JPM represents 0.7% of DAVIS SELECTED ADVISERS's portfolio.

Current Value

$155.9M

Current Shares

476,389

Total Value Change

-$649M

Total Shares Change

-7.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
476,389
-14.4%
$155.9M0.7%$325.86
0
2026-Q1
Decreased
556,452
-2.6%
$163.7M0.8%$300.26
0
2025-Q4
Decreased
571,586
-4.0%
$184.2M0.8%$321.97
0
2025-Q3
Decreased
595,626
-6.3%
$187.9M1.0%$312.75
0
2025-Q2
Decreased
636,042
-0.6%
$184.4M1.0%$283.07
0
2025-Q1
Decreased
639,852
-2.7%
$157M0.9%$237.97
0
2024-Q4
Decreased
657,723
-53.0%
$157.7M0.9%$233.31
0
2024-Q3
Decreased
1.4M
-24.3%
$295.1M1.7%$203.96
0
2024-Q2
Decreased
1.8M
-42.7%
$374.1M2.2%$194.90
0
2024-Q1
Decreased
3.2M
-19.2%
$646.5M3.6%$191.89
0
2023-Q4
Decreased
4M
-3.5%
$679.2M3.8%$161.96
0
2023-Q3
Decreased
4.1M
-1.6%
$600M3.8%$137.07
0
2023-Q2
Increased
4.2M
+0.3%
$611.7M3.7%$134.64
58
2023-Q1
Decreased
4.2M
-1.9%
$546.4M3.6%$119.92
0
2022-Q4
Decreased
4.3M
-3.8%
$573.2M3.9%$123.99
0
2022-Q3
Decreased
4.4M
-1.4%
$464.2M3.3%$97.28
0
2022-Q2
Decreased
4.5M
-3.1%
$507.2M3.3%$104.73
0
2022-Q1
Decreased
4.6M
-4.6%
$633.5M3.2%$126.72
0
2021-Q4
Decreased
4.9M
-2.2%
$771M3.6%$142.04
0
2021-Q3
Decreased
5M
-12.7%
$815.3M3.8%$147.85
0
2021-Q2
Decreased
5.7M
-10.3%
$887.4M3.6%$136.54
0
2021-Q1
Decreased
6.4M
-7.2%
$968.3M4.2%$136.04
0
2020-Q4
Decreased
6.9M
-4.0%
$871.4M4.2%$109.61
0
2020-Q3
Decreased
7.1M
-2.8%
$688M3.8%$82.60
0
2020-Q2
Increased
7.4M
+1.7%
$691.5M4.0%$79.79
59
2020-Q1
Decreased
7.2M
-2.1%
$651M4.4%$79.39
0
2019-Q4
Decreased
7.4M
-4.1%
$1B4.9%$116.96
0
2019-Q3
Decreased
7.7M
-2.8%
$906.4M4.6%$98.53
0
2019-Q2
Decreased
7.9M
-0.3%
$885.9M4.4%$92.92
0
2019-Q1
New
8M
-
$805M4.0%$83.49
88

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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