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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
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 		$1.57M Buy
+11,301
New +$1.45M 1.24% 8

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Davidson Capital Management's JPM Position: Q2 2026 in Review

Davidson Capital Management increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $39.8K and bringing the position to 4,187 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #77.

Davidson Capital Management first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.81M in Q4 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Davidson Capital Management held 4,187 shares of JPMorgan Chase worth $1.37M as of Q2 2026.
  • Davidson Capital Management bought 128 JPMorgan Chase shares in Q2 2026, an estimated $39.8K.
  • JPMorgan Chase made up 0.22% of Davidson Capital Management's portfolio in Q2 2026, its #77 holding.
  • Davidson Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • Davidson Capital Management's JPMorgan Chase position peaked at $3.81M in Q4 2025.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.