JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Davis Selected Advisers's Holding History (CIK: 0001036325)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 571,586 Value ($000) $184,176 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 595,626 Value ($000) $187,878 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 636,042 Value ($000) $184,395 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 639,852 Value ($000) $156,956 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 657,723 Value ($000) $157,663 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 1,399,528 Value ($000) $295,104 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 1,849,353 Value ($000) $374,050 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,227,669 Value ($000) $646,502 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 3,993,234 Value ($000) $679,250 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 4,137,185 Value ($000) $599,975 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 4,206,087 Value ($000) $611,733 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 4,193,294 Value ($000) $546,428 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 4,274,179 Value ($000) $573,167 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 4,442,339 Value ($000) $464,224 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 4,503,786 Value ($000) $507,171 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 4,647,137 Value ($000) $633,498 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 4,869,065 Value ($000) $771,016 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 4,980,647 Value ($000) $815,282 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 5,705,379 Value ($000) $887,415 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 6,360,706 Value ($000) $968,290 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 6,857,389 Value ($000) $871,368 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 7,146,457 Value ($000) $687,989 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 7,351,742 Value ($000) $691,505 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 7,230,895 Value ($000) $650,998 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 7,385,354 Value ($000) $1,029,518 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 7,701,685 Value ($000) $906,411 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 7,924,152 Value ($000) $885,920 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 7,951,809 Value ($000) $804,962 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 8,033,318 Value ($000) $783,824 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 8,093,313 Value ($000) $913,249 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 11,909,819 Value ($000) $1,241,003 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 12,136,523 Value ($000) $1,334,653 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 12,589,233 Value ($000) $1,346,293 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 12,752,186 Value ($000) $1,217,869 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 13,507,258 Value ($000) $1,234,563 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 15,274,029 Value ($000) $1,341,671 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 16,810,992 Value ($000) $1,450,620 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 16,953,276 Value ($000) $1,128,919 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 17,776,261 Value ($000) $1,104,617 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 17,643,028 Value ($000) $1,044,820 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 17,404,836 Value ($000) $1,149,241 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 17,764,488 Value ($000) $1,083,101 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 18,521,217 Value ($000) $1,254,998 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 18,578,018 Value ($000) $1,125,456 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 11,096,430 Value ($000) $694,414 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 11,086,115 Value ($000) $667,834 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 11,123,809 Value ($000) $640,948 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 6,258,708 Value ($000) $379,966 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 6,719,627 Value ($000) $392,964 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 7,071,404 Value ($000) $365,521 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 7,601,503 Value ($000) $401,283 Avg Close $36.24 Range $32.83 - $39.86