DAVIDSON TRUST CO

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1133119 SEATTLE, WA

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,616,007

+$715,741 QoQ

Shares Held

14,102

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

#2,172

of 5,058 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, 2026

DAVIDSON TRUST CO holds $6,959,640 across 4 Banks - Diversified names. JPM ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,102	$4,616,007
2	WFC	Wells Fargo & Company/Mn	14,520	$1,199,932
3	C	Citigroup Inc	4,153	$581,253
4	BAC	Bank Of America Corp /De/	9,871	$562,448

All Filings in JPM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,616,007	14,102	+6.4%	Shares	Defined	2026-07-29
2026-03-31	$3,900,266	13,259	+5.0%	Shares	Defined	2026-04-20
2025-12-31	$4,067,382	12,623	+6.1%	Shares	Defined	2026-01-27
2025-09-30	$3,751,092	11,892	-5.5%	Shares	Defined	2025-10-20
2025-06-30	$3,649,096	12,587	-2.0%	Shares	Defined	2025-07-28
2025-03-31	$3,150,387	12,843	-4.6%	Shares	Defined	2025-04-29
2024-12-31	$3,226,016	13,458	-0.8%	Shares	Defined	2025-01-31
2024-09-30	$2,860,315	13,565	+24.6%	Shares	Defined	2024-11-13
2024-06-30	$2,201,599	10,885	-23.8%	Shares	Defined	2024-07-31
2024-03-31	$2,860,884	14,283	-1.1%	Shares	Defined	2024-05-13
2023-12-31	$2,455,392	14,435	-1.2%	Shares	Defined	2024-01-31
2023-09-30	$2,117,726	14,603	+0.3%	Shares	Defined	2023-11-09
2023-06-30	$2,117,605	14,560	-1.1%	Shares	Defined	2023-08-10
2023-03-31	$1,918,814	14,725	+1.7%	Shares	Defined	2023-04-24
2022-12-31	$1,941,230	14,476	-0.6%	Shares	Defined	2023-02-15
2022-09-30	$1,521,311	14,558	-8.3%	Shares	Defined	2022-11-07
2022-06-30	$1,787,232	15,871	-1.9%	Shares	Defined	2022-07-27
2022-03-31	$2,205,248	16,177	+2.0%	Shares	Defined	2022-05-12
2021-12-31	$2,510,955	15,857	-1.1%	Shares	Defined	2022-01-28
2021-09-30	$2,625,096	16,037	-0.5%	Shares	Defined	2021-11-03
2021-06-30	$2,506,993	16,118	+0.1%	Shares	Defined	2021-08-10
2021-03-31	$2,451,815	16,106	-0.5%	Shares	Defined	2021-05-07
2020-12-31	$2,057,643	16,193	-8.6%	Shares	Defined	2021-02-10
2020-09-30	$1,706,384	17,725	+1.8%	Shares	Defined	2020-11-02
2020-06-30	$1,637,302	17,407	+0.6%	Shares	Defined	2020-08-11
2020-03-31	$1,558,148	17,307	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.