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Disclosery

DAVIS R M INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on JPM, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 378,479 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 378,479 shares
    Change vs previous 13F +5,284 shares

    1.95% of the 13F portfolio, value $123,887,373.

    13F-HR 0000891287-26-000006 filed by DAVIS R M INC
    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 373,195 shares
    Change vs previous 13F +5,099 shares

    1.95% of the 13F portfolio, value $109,779,156.

    13F-HR 0000891287-26-000003 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 368,096 shares
    Change vs previous 13F +505 shares

    2.04% of the 13F portfolio, value $118,607,845.

    13F-HR 0000891287-26-000002 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 367,591 shares
    Change vs previous 13F -281 shares

    2.03% of the 13F portfolio, value $115,949,199.

    13F-HR 0000891287-25-000010 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 367,872 shares
    Change vs previous 13F +21,062 shares

    1.98% of the 13F portfolio, value $106,649,723.

    13F-HR 0000891287-25-000005 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 346,810 shares
    Change vs previous 13F +4,445 shares

    1.7% of the 13F portfolio, value $85,072,391.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 342,365 shares
    Change vs previous 13F +1,292 shares

    1.6% of the 13F portfolio, value $82,068,382.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 341,073 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $71,918,692.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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