SEC 13F Intelligence

Davis-Rea Ltd. / JPM

Davis-Rea Ltd.’s Jpmorgan Chase & Co Position

Does Davis-Rea Ltd. own Jpmorgan Chase & Co (JPM)? Yes107.2K shares worth $32M (+8.22% of its 13F portfolio) as of Q1 2026, up from 86.9K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
107.2K
% of Portfolio
+8.22%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $2MQ2 ’22: $15MQ3 ’22: $7MQ4 ’22: $6,904Q4 ’22Q1 ’23: $8MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $10MQ4 ’24: $11MQ4 ’24Q1 ’25: $21MQ2 ’25: $25MQ3 ’25: $25MQ4 ’25: $28MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026107.2K$32M+8.22%
Q4 202586.9K$28M+7.01%
Q3 202578.1K$25M+5.98%
Q2 202585.8K$25M+6.17%
Q1 202586.4K$21M+5.65%
Q4 202444.8K$11M+5.44%
Q3 202446.2K$10M+4.24%
Q2 202416.4K$3M+1.66%
Q1 202419.0K$4M+1.73%
Q4 202335.7K$6M+3.11%
Q3 202339.6K$6M+3.11%
Q2 202340.5K$6M+3.30%
Q1 202363.7K$8M+5.01%
Q4 202265.2K$6,904+4.32%
Q3 202266.1K$7M+4.43%
Q2 2022133.5K$15M+4.48%
Q1 20227.9K$2M+1.15%
Q4 202154.5K$9M+4.01%
Q3 202156.9K$9M+4.55%
Q2 202156.8K$9M+4.39%
Q1 202156.3K$9M+4.58%
Q4 202055.9K$7M+3.99%
Q3 202054.8K$5M+3.54%
Q2 202053.0K$5M+3.80%
Q1 202053.1K$5M+4.62%
Q4 201953.6K$7M+5.10%
Q3 201952.9K$6M+4.56%
Q2 201964.4K$7M+4.15%
Q1 201962.5K$6M+3.72%
Q4 201863.3K$6M+4.09%

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