A detailed history of Davis Investment Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Davis Investment Partners, LLC holds 5,958 shares of JPM stock, worth $1.45 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,958
Previous 6,158 3.25%
Holding current value
$1.45 Million
Previous $1.26 Billion 2.17%
% of portfolio
0.52%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$194.9 - $224.8 $38,980 - $44,960
-200 Reduced 3.25%
5,958 $1.23 Billion
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $5,222 - $5,938
-29 Reduced 0.47%
6,158 $1.26 Billion
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $13,534 - $16,224
81 Added 1.33%
6,187 $1.21 Billion
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $17,335 - $19,779
136 Added 2.28%
6,106 $953 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $608,701 - $822,904
5,970 New
5,970 $851 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Davis Investment Partners, LLC Portfolio

Follow Davis Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davis Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Davis Investment Partners, LLC with notifications on news.