Davis Asset Management, L.P.

Position in JPM — Jpmorgan Chase & Co

CIK 1945894 SAUSALITO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$161,666,977

+$23,768,888 QoQ

Shares Held

493,896

+5.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

4.09%

of 13F equity value

Holder Rank

#308

of 5,058 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Davis Asset Management, L.P. holds $189,697,506 across 3 Banks - Diversified names. JPM ranks #1 (85.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	493,896	$161,666,977
2	WFC	Wells Fargo & Company/Mn	337,969	$27,929,758
3	C	Citigroup Inc	720	$100,771

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,666,977	493,896	+5.4%	Shares	Sole	2026-08-12
2026-03-31	$137,898,089	468,786	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.