SEC 13F Intelligence

Davis Selected Advisers / JPM

Davis Selected Advisers’s Jpmorgan Chase & Co Position

Does Davis Selected Advisers own Jpmorgan Chase & Co (JPM)? Yes — 556.5K shares worth $164M (+0.75% of its 13F portfolio) as of Q1 2026, down from 571.6K shares the prior filed quarter.

Position Value
$164M
Q1 2026
Shares
556.5K
% of Portfolio
+0.75%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $784MQ4 ’18Q1 ’19: $805MQ2 ’19: $886MQ3 ’19: $906MQ4 ’19: $1.0BQ4 ’19Q1 ’20: $651MQ2 ’20: $692MQ3 ’20: $688MQ4 ’20: $871MQ4 ’20Q1 ’21: $968MQ2 ’21: $887MQ3 ’21: $815MQ4 ’21: $771MQ4 ’21Q1 ’22: $633MQ2 ’22: $507MQ3 ’22: $464MQ4 ’22: $573MQ4 ’22Q1 ’23: $546MQ2 ’23: $612MQ3 ’23: $600MQ4 ’23: $679MQ4 ’23Q1 ’24: $647MQ2 ’24: $374MQ3 ’24: $295MQ4 ’24: $158MQ4 ’24Q1 ’25: $157MQ2 ’25: $184MQ3 ’25: $188MQ4 ’25: $184MQ4 ’25Q1 ’26: $164Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026556.5K$164M+0.75%
Q4 2025571.6K$184M+0.83%
Q3 2025595.6K$188M+0.98%
Q2 2025636.0K$184M+0.99%
Q1 2025639.9K$157M+0.90%
Q4 2024657.7K$158M+0.92%
Q3 20241.40M$295M+1.66%
Q2 20241.85M$374M+2.17%
Q1 20243.23M$647M+3.62%
Q4 20233.99M$679M+3.84%
Q3 20234.14M$600M+3.76%
Q2 20234.21M$612M+3.73%
Q1 20234.19M$546M+3.61%
Q4 20224.27M$573M+3.90%
Q3 20224.44M$464M+3.30%
Q2 20224.50M$507M+3.25%
Q1 20224.65M$633M+3.20%
Q4 20214.87M$771M+3.58%
Q3 20214.98M$815M+3.77%
Q2 20215.71M$887M+3.65%
Q1 20216.36M$968M+4.24%
Q4 20206.86M$871M+4.19%
Q3 20207.15M$688M+3.83%
Q2 20207.35M$692M+4.00%
Q1 20207.23M$651M+4.41%
Q4 20197.39M$1.0B+4.92%
Q3 20197.70M$906M+4.56%
Q2 20197.92M$886M+4.38%
Q1 20197.95M$805M+3.96%
Q4 20188.03M$784M+4.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis Selected Advisers’s full portfolio or all institutional holders of JPM.