SEC 13F Intelligence

Davidson Trust Co / JPM

Davidson Trust Co’s Jpmorgan Chase & Co Position

Does Davidson Trust Co own Jpmorgan Chase & Co (JPM)? Yes — 13.3K shares worth $4M (+1.68% of its 13F portfolio) as of Q1 2026, up from 12.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.3K
% of Portfolio
+1.68%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.3K$4M+1.68%
Q4 202512.6K$4M+1.70%
Q3 202511.9K$4M+1.55%
Q2 202512.6K$4M+1.68%
Q1 202512.8K$3M+1.50%
Q4 202413.5K$3M+1.66%
Q3 202413.6K$3M+1.47%
Q2 202410.9K$2M+1.52%
Q1 202414.3K$3M+1.67%
Q4 202314.4K$2M+1.58%
Q3 202314.6K$2M+1.57%
Q2 202314.6K$2M+1.53%
Q1 202314.7K$2M+1.48%
Q4 202214.5K$2M+1.72%
Q3 202214.6K$2M+1.46%
Q2 202215.9K$2M+1.59%
Q1 202216.2K$2M+1.64%
Q4 202115.9K$3M+1.72%
Q3 202116.0K$3M+2.00%
Q2 202116.1K$3M+1.95%
Q1 202116.1K$2M+2.06%
Q4 202016.2K$2M+1.77%
Q3 202017.7K$2M+1.55%
Q2 202017.4K$2M+1.59%
Q1 202017.3K$2M+1.92%
Q4 201917.5K$2M+2.47%

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