D.A. Davidson & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117M | Sell |
398,461
-13,334
| -3% | -$4.05M | 0.71% | 28 |
|
|
2025
Q4 | $133M | Sell |
411,795
-1,008
| -0.2% | -$312K | 0.81% | 25 |
|
|
2025
Q3 | $130M | Buy |
412,803
+1,325
| +0.3% | +$394K | 0.83% | 24 |
|
|
2025
Q2 | $119M | Sell |
411,478
-2,317
| -0.6% | -$591K | 0.84% | 22 |
|
|
2025
Q1 | $102M | Buy |
413,795
+7,337
| +2% | +$1.87M | 0.82% | 23 |
|
|
2024
Q4 | $97.4M | Sell |
406,458
-3,955
| -1% | -$921K | 0.79% | 22 |
|
|
2024
Q3 | $86.5M | Buy |
410,413
+507
| +0.1% | +$107K | 0.71% | 26 |
|
|
2024
Q2 | $82.9M | Buy |
409,906
+1,383
| +0.3% | +$270K | 0.73% | 25 |
|
|
2024
Q1 | $81.8M | Buy |
408,523
+12,919
| +3% | +$2.33M | 0.74% | 25 |
|
|
2023
Q4 | $67.3M | Buy |
395,604
+8,189
| +2% | +$1.24M | 0.66% | 27 |
|
|
2023
Q3 | $56.2M | Buy |
387,415
+5,680
| +1% | +$851K | 0.61% | 32 |
|
|
2023
Q2 | $55.5M | Sell |
381,735
-1,625
| -0.4% | -$224K | 0.59% | 30 |
|
|
2023
Q1 | $49.9M | Buy |
383,360
+7,257
| +2% | +$994K | 0.56% | 34 |
|
|
2022
Q4 | $50.4M | Buy |
376,103
+4,193
| +1% | +$531K | 0.59% | 33 |
|
|
2022
Q3 | $38.9M | Buy |
371,910
+16,119
| +5% | +$1.85M | 0.51% | 42 |
|
|
2022
Q2 | $40.1M | Buy |
355,791
+10,187
| +3% | +$1.26M | 0.5% | 38 |
|
|
2022
Q1 | $47.1M | Sell |
345,604
-32,253
| -9% | -$4.76M | 0.51% | 38 |
|
|
2021
Q4 | $59.8M | Sell |
377,857
-2,241
| -0.6% | -$368K | 0.64% | 27 |
|
|
2021
Q3 | $62.2M | Buy |
380,098
+8,072
| +2% | +$1.27M | 0.72% | 25 |
|
|
2021
Q2 | $57.9M | Buy |
372,026
+9,993
| +3% | +$1.57M | 0.68% | 26 |
|
|
2021
Q1 | $55.1M | Buy |
362,033
+60,143
| +20% | +$8.65M | 0.71% | 26 |
|
|
2020
Q4 | $38.3M | Sell |
301,890
-433
| -0.1% | -$48.4K | 0.59% | 32 |
|
|
2020
Q3 | $29.1M | Buy |
302,323
+7,989
| +3% | +$785K | 0.51% | 41 |
|
|
2020
Q2 | $27.7M | Sell |
294,334
-49,228
| -14% | -$4.67M | 0.52% | 40 |
|
|
2020
Q1 | $31M | Buy |
343,562
+29,860
| +10% | +$3.63M | 0.61% | 37 |
|
|
2019
Q4 | $43.7M | Buy |
313,702
+16,659
| +6% | +$2.14M | 0.71% | 29 |
|
|
2019
Q3 | $35M | Buy |
297,043
+10,562
| +4% | +$1.19M | 0.63% | 35 |
|
|
2019
Q2 | $32M | Sell |
286,481
-7,101
| -2% | -$783K | 0.6% | 36 |
|
|
2019
Q1 | $29.3M | Buy |
293,582
+9,055
| +3% | +$933K | 0.5% | 45 |
|
|
2018
Q4 | $27.8M | Buy |
284,527
+34,566
| +14% | +$3.68M | 0.54% | 40 |
|
|
2018
Q3 | $28.2M | Buy |
249,961
+9,631
| +4% | +$1.09M | 0.5% | 44 |
|
|
2018
Q2 | $25M | Buy |
240,330
+22,047
| +10% | +$2.42M | 0.49% | 44 |
|
|
2018
Q1 | $24M | Buy |
218,283
+5,315
| +2% | +$602K | 0.5% | 42 |
|
|
2017
Q4 | $22.8M | Buy |
212,968
+15,869
| +8% | +$1.61M | 0.48% | 44 |
|
|
2017
Q3 | $18.8M | Buy |
197,099
+1,615
| +0.8% | +$149K | 0.37% | 52 |
|
|
2017
Q2 | $17.9M | Buy |
195,484
+15,119
| +8% | +$1.3M | 0.4% | 49 |
|
|
2017
Q1 | $15.8M | Sell |
180,365
-267,093
| -60% | -$23.6M | 0.38% | 50 |
|
|
2016
Q4 | $38.6M | Buy |
447,458
+21,288
| +5% | +$1.62M | 0.88% | 19 |
|
|
2016
Q3 | $28.4M | Buy |
426,170
+72,925
| +21% | +$4.75M | 0.71% | 24 |
|
|
2016
Q2 | $21.9M | Buy |
353,245
+11,222
| +3% | +$701K | 0.65% | 27 |
|
|
2016
Q1 | $20.2M | Buy |
342,023
+83,120
| +32% | +$4.85M | 0.63% | 29 |
|
|
2015
Q4 | $17.1M | Buy |
258,903
+3,290
| +1% | +$214K | 0.56% | 34 |
|
|
2015
Q3 | $15.6M | Buy |
255,613
+3,879
| +2% | +$254K | 0.55% | 36 |
|
|
2015
Q2 | $17.1M | Sell |
251,734
-5,773
| -2% | -$377K | 0.56% | 35 |
|
|
2015
Q1 | $15.6M | Buy |
257,507
+32,299
| +14% | +$1.91M | 0.51% | 43 |
|
|
2014
Q4 | $14.1M | Buy |
225,208
+13,920
| +7% | +$838K | 0.46% | 45 |
|
|
2014
Q3 | $12.7M | Buy |
211,288
+15,471
| +8% | +$904K | 0.43% | 49 |
|
|
2014
Q2 | $11.3M | Buy |
195,817
+14,948
| +8% | +$840K | 0.38% | 58 |
|
|
2014
Q1 | $11M | Buy |
180,869
+2,837
| +2% | +$164K | 0.39% | 53 |
|
|
2013
Q4 | $10.4M | Buy |
178,032
+4,988
| +3% | +$273K | 0.39% | 59 |
|
|
2013
Q3 | $8.94M | Buy |
173,044
+2,706
| +2% | +$145K | 0.4% | 53 |
|
|
2013
Q2 | $8.98M | Buy |
+170,338
| New | +$8.66M | 0.43% | 47 |
|
Other funds holding JPM
VCM
VPM
D.A. Davidson & Co's JPM Position: Q1 2026 in Review
D.A. Davidson & Co reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $4.05M and leaving 398,461 shares worth $117M. The position accounts for 0.71% of the portfolio, ranked #28.
D.A. Davidson & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- D.A. Davidson & Co held 398,461 shares of JPMorgan Chase worth $117M as of Q1 2026.
- D.A. Davidson & Co sold 13,334 JPMorgan Chase shares in Q1 2026, an estimated $4.05M.
- JPMorgan Chase made up 0.71% of D.A. Davidson & Co's portfolio in Q1 2026, its #28 holding.
- D.A. Davidson & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- D.A. Davidson & Co's JPMorgan Chase position peaked at $133M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.