DAVIS-REA LTD.: JPM position timeline

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

DAVIS-REA LTD. held 89,501 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 89,501 shares
Change vs previous 13F -17,733 shares
8.35% of the 13F portfolio, value $29,296,362.
13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 107,234 shares
Change vs previous 13F +20,292 shares
8.22% of the 13F portfolio, value $31,543,954.
13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 86,942 shares
Change vs previous 13F +8,877 shares
7.01% of the 13F portfolio, value $28,014,451.
13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 78,065 shares
Change vs previous 13F -7,725 shares
5.98% of the 13F portfolio, value $24,624,043.
13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 85,790 shares
Change vs previous 13F -635 shares
6.18% of the 13F portfolio, value $24,871,379.
13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 86,425 shares
Change vs previous 13F +41,613 shares
5.65% of the 13F portfolio, value $21,200,052.
13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 44,812 shares
Change vs previous 13F -1,390 shares
5.44% of the 13F portfolio, value $10,741,885.
13F-HR 0000950123-25-000915 filed by DAVIS-REA LTD.
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 46,202 shares
Change vs previous 13F not available
4.24% of the 13F portfolio, value $9,742,154.
13F-HR 0000950123-24-009942 filed by DAVIS-REA LTD.
Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).