Davidson Capital Management
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Davidson Capital Management’s JPMorgan Chase JPM Stock Holding History

Davidson Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.42M Buy
4,281
+94
+2% +$32.9K 0.23% 77
2026
Q2 		$1.37M Buy
4,187
+128
+3% +$39.8K 0.22% 77
2026
Q1 		$1.19M Sell
4,059
-7,760
-66% -$2.36M 0.22% 75
2025
Q4 		$3.81M Buy
11,819
+417
+4% +$129K 0.82% 28
2025
Q3 		$3.6M Buy
+11,402
New +$3.39M 0.8% 32
2024
Q2 		– Sell
-186
Closed -$37.3K – 96
2024
Q1 		$37.3K Buy
+186
New +$33.6K 0.01% 54
2023
Q1 		– Sell
-15
Closed -$2.01K – 118
2022
Q4 		$2.01K Buy
+15
New +$1.9K ﹤0.01% 120
2022
Q3 		– Sell
-18
Closed -$2K – 84
2022
Q2 		$2K Hold
18
– – ﹤0.01% 62
2022
Q1 		$2K Buy
18
+1
+6% +$148 ﹤0.01% 80
2021
Q4 		$3K Buy
17
+1
+6% +$164 ﹤0.01% 76
2021
Q3 		$3K Buy
16
+3
+23% +$470 ﹤0.01% 75
2021
Q2 		$2K Sell
13
-1
-7% -$157 ﹤0.01% 79
2021
Q1 		$2K Sell
14
-1
-7% -$144 ﹤0.01% 72
2020
Q4 		$2K Buy
15
+5
+50% +$559 ﹤0.01% 60
2020
Q3 		$1K Sell
10
-16,513
-100% -$1.62M ﹤0.01% 62
2020
Q2 		$1.55M Buy
16,523
+1,557
+10% +$148K 1.37% 16
2020
Q1 		$1.35M Buy
14,966
+3,665
+32% +$445K 1.92% 13
2019
Q4 		$1.58M Buy
+11,301
New +$1.45M 1.24% 8

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Davidson Capital Management's JPM Position: Q3 2026 in Review

Davidson Capital Management increased its JPMorgan Chase (JPM) stake by 2.2% in Q3 2026, buying an estimated $32.9K and bringing the position to 4,281 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #77.

Davidson Capital Management first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.81M in Q4 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Davidson Capital Management held 4,281 shares of JPMorgan Chase worth $1.42M as of Q3 2026.
  • Davidson Capital Management bought 94 JPMorgan Chase shares in Q3 2026, an estimated $32.9K.
  • JPMorgan Chase made up 0.23% of Davidson Capital Management's portfolio in Q3 2026, its #77 holding.
  • Davidson Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
  • Davidson Capital Management's JPMorgan Chase position peaked at $3.81M in Q4 2025.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Davidson Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.