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Disclosery

Davis Asset Management, L.P.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Asset Management, L.P. on JPM, newest first. How the timeline and the estimate are built.

Davis Asset Management, L.P. held 493,896 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 493,896 shares
    Change vs previous 13F +25,110 shares

    4.09% of the 13F portfolio, value $161,666,978.

    13F-HR 0001104659-26-095017 filed by Davis Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 468,786 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $137,898,090.

    13F-HR 0001104659-26-062180 filed by Davis Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).