DAVIDSON INVESTMENT ADVISORS

Position in JPM — Jpmorgan Chase & Co

CIK 1140771 GREAT FALLS, MT

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,328,305

+$84,597 QoQ

Shares Held

4,058

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,356

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAVIDSON INVESTMENT ADVISORS holds $65,240,017 across 3 Banks - Diversified names. JPM ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	300,617	$42,074,355
2	BAC	Bank Of America Corp /De/	383,246	$21,837,357
3	JPM	Jpmorgan Chase & Co This page	4,058	$1,328,305

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,328,305	4,058	-4.0%	Shares	Sole	2026-07-21
2026-03-31	$1,243,708	4,228	+1.8%	Shares	Sole	2026-05-08
2025-12-31	$1,337,857	4,152	+1.4%	Shares	Sole	2026-01-27
2025-09-30	$1,291,054	4,093	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,186,601	4,093	+2.2%	Shares	Sole	2025-07-28
2025-03-31	$982,671	4,006	-9.7%	Shares	Sole	2025-04-30
2024-12-31	$1,062,874	4,434	+3.0%	Shares	Sole	2025-01-31
2024-09-30	$907,330	4,303	+2.4%	Shares	Sole	2024-11-13
2024-06-30	$850,098	4,203	-6.4%	Shares	Sole	2024-07-31
2024-03-31	$898,946	4,488	-3.3%	Shares	Sole	2024-05-13
2023-12-31	$789,604	4,642	-26.3%	Shares	Sole	2024-02-09
2023-09-30	$913,916	6,302	+35.6%	Shares	Sole	2023-11-09
2023-06-30	$676,005	4,648	0.0%	Shares	Sole	2023-08-11
2023-03-31	$605,680	4,648	-10.4%	Shares	Sole	2023-08-23
2022-12-31	$695,710	5,188	-33.5%	Shares	Sole	2023-02-02
2022-09-30	$815,727	7,806	-15.9%	Shares	Sole	2022-11-07
2022-06-30	$1,045,133	9,281	-2.8%	Shares	Sole	2022-07-27
2022-03-31	$1,301,992	9,551	-4.6%	Shares	Sole	2022-05-12
2021-12-31	$1,586,033	10,016	-92.3%	Shares	Sole	2022-01-28
2021-09-30	$21,204,893	129,543	-0.5%	Shares	Sole	2021-11-03
2021-06-30	$20,246,952	130,172	-2.4%	Shares	Sole	2021-08-10
2021-03-31	$20,293,020	133,305	-3.2%	Shares	Sole	2021-05-07
2020-12-31	$17,497,666	137,701	-1.4%	Shares	Sole	2021-02-10
2020-09-30	$13,445,164	139,661	-39.3%	Shares	Sole	2020-11-02
2020-06-30	$21,627,121	229,929	-2.5%	Shares	Sole	2020-08-10
2020-03-31	$21,238,437	235,904	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.