Position in JPM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$163,685,920
-$20,490,520 QoQ
Shares Held
556,452
-2.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.57804087324693.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4219591267530713.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Davis Selected Advisers holds $990,897,961 across 5 Banks - Diversified names. JPM ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
8,190,871 | $652,075,240 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
556,452 | $163,685,920 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
525,228 | $62,307,797 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,159,204 | $56,511,195 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1,073,129 | $56,317,809 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,685,920 | 556,452 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $184,176,440 | 571,586 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $187,878,309 | 595,626 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $184,394,936 | 636,042 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $156,955,695 | 639,852 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $157,662,780 | 657,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $295,104,474 | 1,399,528 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $374,050,137 | 1,849,353 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $646,502,100 | 3,227,669 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $679,249,103 | 3,993,234 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $599,974,568 | 4,137,185 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $611,733,293 | 4,206,087 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $546,428,141 | 4,193,294 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $573,167,403 | 4,274,179 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $464,224,425 | 4,442,339 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $507,171,341 | 4,503,786 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $633,497,715 | 4,647,137 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $771,016,442 | 4,869,065 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $815,282,107 | 4,980,647 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $887,414,649 | 5,705,379 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $968,290,274 | 6,360,706 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $871,368,420 | 6,857,389 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $687,989,415 | 7,146,457 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $691,504,852 | 7,351,742 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $650,997,476 | 7,230,895 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||