Davis Financial Portfolio JPM Holdings History
Number of Shares
17,210.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
7.65%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
107.71%
Davis Financial Portfolio's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, DAVIS VARIABLE ACCOUNT FUND INC held 17,210.00 shares of JPMorgan Chase & Co(JPM), totaling $4.22 Mil. This investment constitutes 7.65% of their stock portfolio, and DAVIS VARIABLE ACCOUNT FUND INC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q3. In addition, there have been 10 sales at an average price of $170.99 for 14,790.00 shares. Based on historical transaction data and JPM's current price of $289.90, Davis Financial Portfolio's estimated gain on his JPM holdings is $3.90 Mil, reflecting a 107.71% gain to date.
Davis Financial Portfolio JPM ($289.90) Holding Chart
Davis Financial Portfolio JPM ($289.90) 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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