SEC 13F Intelligence

Harold Davidson & Associates Inc. / JPM

Harold Davidson & Associates Inc.’s Jpmorgan Chase & Co Position

Does Harold Davidson & Associates Inc. own Jpmorgan Chase & Co (JPM)? Yes — 18.5K shares worth $5M (+2.64% of its 13F portfolio) as of Q1 2026, down from 19.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.5K
% of Portfolio
+2.64%
Quarters Held
4
currently held

Position History JPM

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.5K$5M+2.64%
Q4 202519.2K$6M+2.74%
Q3 202520.0K$6M+2.87%
Q2 202514.4K$4M+2.70%

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