DAVIS-REA LTD.

Position in JPM — Jpmorgan Chase & Co

CIK 1482171 TORONTO, A6

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$29,296,362

-$2,247,591 QoQ

Shares Held

89,501

-16.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

8.37%

of 13F equity value

Holder Rank

#804

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAVIS-REA LTD. holds $48,406,941 across 3 Banks - Diversified names. JPM ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	89,501	$29,296,362
2	BAC	Bank Of America Corp /De/	248,371	$14,152,179
3	WFC	Wells Fargo & Company/Mn	60,000	$4,958,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,296,362	89,501	-16.5%	Shares	Sole	2026-08-04
2026-03-31	$31,543,953	107,234	+23.3%	Shares	Sole	2026-04-30
2025-12-31	$28,014,451	86,942	+11.4%	Shares	Sole	2026-01-28
2025-09-30	$24,624,042	78,065	-9.0%	Shares	Sole	2025-10-28
2025-06-30	$24,871,378	85,790	-0.7%	Shares	Sole	2025-07-24
2025-03-31	$21,200,052	86,425	+92.9%	Shares	Sole	2025-05-06
2024-12-31	$10,741,884	44,812	-3.0%	Shares	Sole	2025-02-05
2024-09-30	$9,742,153	46,202	+181.3%	Shares	Sole	2024-10-28
2024-06-30	$3,322,120	16,425	-13.7%	Shares	Sole	2024-07-26
2024-03-31	$3,810,106	19,022	-46.7%	Shares	Sole	2024-05-06
2023-12-31	$6,069,508	35,682	-9.8%	Shares	Sole	2024-01-24
2023-09-30	$5,738,151	39,568	-2.2%	Shares	Sole	2023-10-19
2023-06-30	$5,885,229	40,465	-36.5%	Shares	Sole	2023-07-13
2023-03-31	$8,303,744	63,723	-2.2%	Shares	Sole	2023-04-20
2022-12-31	$6,904	65,176	-1.3%	Shares	Sole	2023-01-24
2022-09-30	$6,903,897	66,066	-50.5%	Shares	Sole	2022-10-21
2022-06-30	$15,035,236	133,516	+1584.7%	Shares	Sole	2022-07-21
2022-03-31	$1,080,336	7,925	-85.5%	Shares	Sole	2022-04-25
2021-12-31	$8,629,758	54,498	-4.1%	Shares	Sole	2022-01-25
2021-09-30	$9,305,940	56,851	+0.0%	Shares	Sole	2021-10-25
2021-06-30	$8,841,671	56,845	+1.0%	Shares	Sole	2021-07-14
2021-03-31	$8,565,525	56,267	+0.7%	Shares	Sole	2021-05-03
2020-12-31	$7,099,527	55,871	+1.9%	Shares	Sole	2021-01-15
2020-09-30	$5,276,366	54,808	+3.4%	Shares	Sole	2020-11-04
2020-06-30	$4,987,155	53,021	-0.1%	Shares	Sole	2020-07-20
2020-03-31	$4,778,702	53,079	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.