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Disclosery

Davis Selected Advisers: JPM position timeline

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

Davis Selected Advisers held 476,389 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 476,389 shares
    Change vs previous 13F -80,063 shares

    0.67% of the 13F portfolio, value $155,936,320.

    13F-HR 0001036325-26-000020 filed by Davis Selected Advisers
    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 556,452 shares
    Change vs previous 13F -15,134 shares

    0.75% of the 13F portfolio, value $163,685,995.

    13F-HR 0001036325-26-000016 filed by Davis Selected Advisers
    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 571,586 shares
    Change vs previous 13F -24,040 shares

    0.83% of the 13F portfolio, value $184,176,369.

    13F-HR 0001036325-26-000004 filed by Davis Selected Advisers
    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/A 595,626 shares
    Change vs previous 13F -40,416 shares

    0.98% of the 13F portfolio, value $187,878,341.

    13F-HR/A 0001036325-25-000050 filed by Davis Selected Advisers
    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 636,042 shares
    Change vs previous 13F -3,810 shares

    0.99% of the 13F portfolio, value $184,394,966.

    13F-HR 0000071701-25-000029 filed by Davis Selected Advisers
    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 639,852 shares
    Change vs previous 13F -17,871 shares

    0.9% of the 13F portfolio, value $156,955,598.

    13F-HR 0001316506-25-000107 filed by Davis Selected Advisers
    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 657,723 shares
    Change vs previous 13F -741,805 shares

    0.92% of the 13F portfolio, value $157,662,764.

    13F-HR 0001316506-25-000017 filed by Davis Selected Advisers
    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 1,399,528 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $295,104,487.

    13F-HR 0001316506-24-000028 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

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