SEC 13F Intelligence

D.a. Davidson & Co. / JPM

D.a. Davidson & Co.’s Jpmorgan Chase & Co Position

Does D.a. Davidson & Co. own Jpmorgan Chase & Co (JPM)? Yes — 398.5K shares worth $117M (+0.71% of its 13F portfolio) as of Q1 2026, down from 411.8K shares the prior filed quarter.

Position Value
$117M
Q1 2026
Shares
398.5K
% of Portfolio
+0.71%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $28MQ4 ’18Q1 ’19: $29MQ2 ’19: $32MQ3 ’19: $35MQ4 ’19: $44MQ4 ’19Q1 ’20: $31MQ2 ’20: $28MQ3 ’20: $29MQ4 ’20: $38MQ4 ’20Q1 ’21: $55MQ2 ’21: $58MQ3 ’21: $62MQ4 ’21: $60MQ4 ’21Q1 ’22: $47MQ2 ’22: $40MQ3 ’22: $39MQ4 ’22: $50MQ4 ’22Q1 ’23: $50MQ2 ’23: $56MQ3 ’23: $56MQ4 ’23: $67MQ4 ’23Q1 ’24: $82MQ2 ’24: $83MQ3 ’24: $87MQ4 ’24: $97MQ4 ’24Q1 ’25: $102MQ2 ’25: $119MQ3 ’25: $130MQ4 ’25: $133MQ4 ’25Q1 ’26: $117Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026398.5K$117M+0.71%
Q4 2025411.8K$133M+0.81%
Q3 2025412.8K$130M+0.83%
Q2 2025411.5K$119M+0.84%
Q1 2025413.8K$102M+0.82%
Q4 2024406.5K$97M+0.79%
Q3 2024410.4K$87M+0.71%
Q2 2024409.9K$83M+0.73%
Q1 2024408.5K$82M+0.74%
Q4 2023395.6K$67M+0.66%
Q3 2023387.4K$56M+0.61%
Q2 2023381.7K$56M+0.59%
Q1 2023383.4K$50M+0.56%
Q4 2022376.1K$50M+0.59%
Q3 2022371.9K$39M+0.51%
Q2 2022355.8K$40M+0.50%
Q1 2022345.6K$47M+0.51%
Q4 2021377.9K$60M+0.64%
Q3 2021380.1K$62M+0.72%
Q2 2021372.0K$58M+0.68%
Q1 2021362.0K$55M+0.71%
Q4 2020301.9K$38M+0.59%
Q3 2020302.3K$29M+0.51%
Q2 2020294.3K$28M+0.52%
Q1 2020343.6K$31M+0.61%
Q4 2019313.7K$44M+0.71%
Q3 2019297.0K$35M+0.63%
Q2 2019286.5K$32M+0.60%
Q1 2019293.6K$29M+0.50%
Q4 2018284.5K$28M+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See D.a. Davidson & Co.’s full portfolio or all institutional holders of JPM.