Ownership history in DAVIS-REA LTD. · 62 quarters on record
This page tracks every 13F SEC filing in which DAVIS-REA LTD. reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 86,942 | +8,877 | +11.4% | 7.01% | $28.0M | $320.77 |
| 2025 Q3 | REDUCED | 78,065 | -7,725 | -9.0% | 5.98% | $24.6M | $312.49 |
| 2025 Q2 | REDUCED | 85,790 | -635 | -0.7% | 6.17% | $24.9M | $285.83 |
| 2025 Q1 | ADDED | 86,425 | +41,613 | +92.9% | 5.65% | $21.2M | $240.37 |
| 2024 Q4 | REDUCED | 44,812 | -1,390 | -3.0% | 5.44% | $10.7M | $233.69 |
| 2024 Q3 | ADDED | 46,202 | +29,777 | +181.3% | 4.24% | $9.7M | $204.31 |
| 2024 Q2 | REDUCED | 16,425 | -2,597 | -13.7% | 1.66% | $3.3M | $194.90 |
| 2024 Q1 | REDUCED | 19,022 | -16,660 | -46.7% | 1.73% | $3.8M | $191.89 |
| 2023 Q4 | REDUCED | 35,682 | -3,886 | -9.8% | 3.11% | $6.1M | $161.96 |
| 2023 Q3 | REDUCED | 39,568 | -897 | -2.2% | 3.11% | $5.7M | $137.07 |
As of 2025 Q4 — sorted by position size