Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$123,887,531
+$14,108,490 QoQ
Shares Held
378,479
+1.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#358
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DAVIS R M INC holds $174,117,359 across 6 Banks - Diversified names. JPM ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
378,479 | $123,887,531 | |
| 2 | BAC |
Bank Of America Corp /De/
|
839,151 | $47,814,823 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,789 | $808,962 | |
| 4 | TD |
Toronto Dominion Bank
|
5,949 | $722,387 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,330 | $481,551 | |
| 6 | C |
Citigroup Inc
|
2,873 | $402,105 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,887,531 | 378,479 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,779,041 | 373,195 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $118,607,893 | 368,096 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $115,949,229 | 367,591 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $106,649,771 | 367,872 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $85,072,493 | 346,810 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $82,068,314 | 342,365 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $71,918,652 | 341,073 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,734,596 | 344,777 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $69,678,561 | 347,871 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $59,765,485 | 351,355 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $51,630,165 | 356,021 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,769,413 | 362,826 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $48,007,507 | 368,410 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $51,009,762 | 380,386 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $40,495,735 | 387,519 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $44,101,679 | 391,632 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $53,066,104 | 389,276 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $59,422,737 | 375,262 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $59,480,035 | 363,370 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $54,092,767 | 347,774 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $50,149,433 | 329,432 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $39,085,842 | 307,593 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $27,873,149 | 289,531 | Shares | Sole | 2020-12-01 | |
| 2020-06-30 | $24,741,636 | 263,041 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $21,666,169 | 240,655 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||