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Davidson Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Davidson Investment Advisors’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 		$1.33M Sell
4,058
-170
-4% -$52.8K 0.05% 90
2026
Q1 		$1.24M Buy
4,228
+76
+2% +$23.1K 0.05% 92
2025
Q4 		$1.34M Buy
4,152
+59
+1% +$18.3K 0.06% 91
2025
Q3 		$1.29M Hold
4,093
– – 0.05% 91
2025
Q2 		$1.19M Buy
4,093
+87
+2% +$22.2K 0.05% 89
2025
Q1 		$983K Sell
4,006
-428
-10% -$109K 0.05% 89
2024
Q4 		$1.06M Buy
4,434
+131
+3% +$30.5K 0.05% 88
2024
Q3 		$907K Buy
4,303
+100
+2% +$21.1K 0.04% 87
2024
Q2 		$850K Sell
4,203
-285
-6% -$55.7K 0.04% 87
2024
Q1 		$899K Sell
4,488
-154
-3% -$27.8K 0.05% 89
2023
Q4 		$790K Sell
4,642
-1,660
-26% -$252K 0.05% 88
2023
Q3 		$914K Buy
6,302
+1,654
+36% +$248K 0.06% 89
2023
Q2 		$676K Hold
4,648
– – 0.04% 88
2023
Q1 		$606K Sell
4,648
-540
-10% -$74K 0.04% 90
2022
Q4 		$696K Sell
5,188
-2,618
-34% -$332K 0.05% 80
2022
Q3 		$816K Sell
7,806
-1,475
-16% -$169K 0.07% 80
2022
Q2 		$1.04M Sell
9,281
-270
-3% -$33.5K 0.09% 75
2022
Q1 		$1.3M Sell
9,551
-465
-5% -$68.6K 0.09% 75
2021
Q4 		$1.59M Sell
10,016
-119,527
-92% -$19.6M 0.11% 77
2021
Q3 		$21.2M Sell
129,543
-629
-0.5% -$98.6K 1.65% 16
2021
Q2 		$20.2M Sell
130,172
-3,133
-2% -$492K 1.62% 17
2021
Q1 		$20.3M Sell
133,305
-4,396
-3% -$632K 1.72% 17
2020
Q4 		$17.5M Sell
137,701
-1,960
-1% -$219K 1.61% 16
2020
Q3 		$13.4M Sell
139,661
-90,268
-39% -$8.86M 1.43% 21
2020
Q2 		$21.6M Sell
229,929
-5,975
-3% -$567K 2.39% 6
2020
Q1 		$21.2M Sell
235,904
-6,620
-3% -$804K 2.75% 5
2019
Q4 		$33.8M Sell
242,524
-38,340
-14% -$4.92M 3.29% 4
2019
Q3 		$33.1M Sell
280,864
-585
-0.2% -$66.2K 3.43% 5
2019
Q2 		$31.5M Sell
281,449
-6,000
-2% -$662K 3.28% 6
2019
Q1 		$29.1M Sell
287,449
-60,033
-17% -$6.18M 3.05% 6
2018
Q4 		$33.9M Sell
347,482
-178
-0.1% -$19K 3.94% 3
2018
Q3 		$39.2M Sell
347,660
-1,741
-0.5% -$198K 3.9% 4
2018
Q2 		$36.4M Sell
349,401
-3,995
-1% -$438K 3.82% 4
2018
Q1 		$38.9M Sell
353,396
-9,413
-3% -$1.07M 4.19% 1
2017
Q4 		$38.8M Sell
362,809
-1,016
-0.3% -$103K 4.03% 1
2017
Q3 		$34.7M Buy
363,825
+81,683
+29% +$7.53M 3.75% 3
2017
Q2 		$25.8M Sell
282,142
-30,016
-10% -$2.59M 3.64% 3
2017
Q1 		$27.4M Buy
312,158
+10,501
+3% +$926K 3.54% 2
2016
Q4 		$26M Buy
301,657
+10,481
+4% +$799K 3.71% 1
2016
Q3 		$19.4M Buy
291,176
+7,416
+3% +$484K 2.97% 4
2016
Q2 		$17.6M Buy
283,760
+5,616
+2% +$351K 2.96% 5
2016
Q1 		$16.5M Buy
278,144
+10,672
+4% +$623K 2.79% 4
2015
Q4 		$17.7M Buy
267,472
+9,345
+4% +$609K 2.94% 4
2015
Q3 		$15.7M Sell
258,127
-19,645
-7% -$1.29M 2.85% 4
2015
Q2 		$18.8M Sell
277,772
-1,755
-0.6% -$115K 2.83% 4
2015
Q1 		$16.9M Buy
279,527
+36,900
+15% +$2.19M 2.53% 4
2014
Q4 		$15.2M Sell
242,627
-73,520
-23% -$4.42M 2.28% 6
2014
Q3 		$18M Buy
316,147
+128,337
+68% +$7.5M 1.43% 19
2014
Q2 		$10.8M Buy
187,810
+30,135
+19% +$1.69M 1.58% 16
2014
Q1 		$9.57M Buy
157,675
+43,135
+38% +$2.49M 1.45% 18
2013
Q4 		$6.7M Sell
114,540
-1,810
-2% -$99.2K 1.02% 28
2013
Q3 		$6.01M Buy
116,350
+1,144
+1% +$61.4K 0.97% 34
2013
Q2 		$6.08M Buy
+115,206
New +$5.86M 1.02% 30

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Davidson Investment Advisors's JPM Position: Q2 2026 in Review

Davidson Investment Advisors reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $52.8K and leaving 4,058 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #90.

Davidson Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.2M in Q3 2018. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Davidson Investment Advisors held 4,058 shares of JPMorgan Chase worth $1.33M as of Q2 2026.
  • Davidson Investment Advisors sold 170 JPMorgan Chase shares in Q2 2026, an estimated $52.8K.
  • JPMorgan Chase made up 0.05% of Davidson Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Davidson Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Davidson Investment Advisors's JPMorgan Chase position peaked at $39.2M in Q3 2018.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.