Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$128,611,557
+$11,400,270 QoQ
Shares Held
392,911
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#349
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $194,075,655 across 11 Banks - Diversified names. JPM ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
392,911 | $128,611,557 | |
| 2 | BAC |
Bank Of America Corp /De/
|
470,892 | $26,831,426 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
230,593 | $19,056,205 | |
| 4 | C |
Citigroup Inc
|
86,976 | $12,173,160 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
19,379 | $1,842,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,973 | $1,442,195 | |
| 7 | TD |
Toronto Dominion Bank
|
10,877 | $1,320,794 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
7,448 | $1,316,061 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,611,557 | 392,911 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $117,211,287 | 398,461 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $132,688,584 | 411,795 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $130,210,450 | 412,803 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $119,291,586 | 411,478 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $101,503,913 | 413,795 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $97,432,047 | 406,458 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $86,539,685 | 410,413 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,907,587 | 409,906 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $81,827,156 | 408,523 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $67,292,240 | 395,604 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $56,182,923 | 387,415 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,519,538 | 381,735 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $49,955,641 | 383,360 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $50,435,412 | 376,103 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $38,864,595 | 371,910 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $40,065,624 | 355,791 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $47,112,737 | 345,604 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $59,833,655 | 377,857 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $62,218,241 | 380,098 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $57,864,924 | 372,026 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $55,112,283 | 362,033 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $38,361,162 | 301,890 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $29,104,635 | 302,323 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $27,685,056 | 294,334 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $30,930,886 | 343,562 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||