Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,563,000
+$158,386 QoQ
Shares Held
4,775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#3,197
of 5,058 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Davis Investment Partners, LLC holds $9,633,536 across 5 Banks - Diversified names. JPM ranks #3 (16.2% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,563,000 | 4,775 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,404,614 | 4,775 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,533,122 | 4,758 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,005,503 | 6,358 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,843,247 | 6,358 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,461,497 | 5,958 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,428,192 | 5,958 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,256,303 | 5,958 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,245,517 | 6,158 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,239,256 | 6,187 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,038,630 | 6,106 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $885,492 | 6,106 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $888,056 | 6,106 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $777,950 | 5,970 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $800,577 | 5,970 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||