Davis Financial Fund JPM Holdings History
Number of Shares
312,214.00
Current Holdings Value*
$76.59 Mil
% of Portfolio
7.6%
Total Estimate Gain
$63.74 Mil
% of Total Estimate Gain
93.32%
Davis Financial Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, DAVIS SERIES INC held 312,214.00 shares of JPMorgan Chase & Co(JPM), totaling $76.59 Mil. This investment constitutes 7.6% of their stock portfolio, and DAVIS SERIES INC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. In addition, there have been 14 sales at an average price of $135.06 for 291,670.00 shares. Based on historical transaction data and JPM's current price of $296.76, Davis Financial Fund's estimated gain on his JPM holdings is $63.74 Mil, reflecting a 93.32% gain to date.
Davis Financial Fund JPM ($296.76) Holding Chart
Davis Financial Fund JPM ($296.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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