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Davidson Trust Company’s JPMorgan Chase JPM Stock Holding History

Davidson Trust Company’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 		$4.62M Buy
14,102
+843
+6% +$262K 1.8% 12
2026
Q1 		$3.9M Buy
13,259
+636
+5% +$193K 1.68% 15
2025
Q4 		$4.07M Buy
12,623
+731
+6% +$226K 1.7% 12
2025
Q3 		$3.75M Sell
11,892
-695
-6% -$207K 1.55% 14
2025
Q2 		$3.65M Sell
12,587
-256
-2% -$65.3K 1.68% 12
2025
Q1 		$3.15M Sell
12,843
-615
-5% -$157K 1.5% 16
2024
Q4 		$3.23M Sell
13,458
-107
-0.8% -$24.9K 1.66% 14
2024
Q3 		$2.86M Buy
13,565
+2,680
+25% +$564K 1.47% 16
2024
Q2 		$2.2M Sell
10,885
-3,398
-24% -$664K 1.52% 16
2024
Q1 		$2.86M Sell
14,283
-152
-1% -$27.4K 1.67% 15
2023
Q4 		$2.46M Sell
14,435
-168
-1% -$25.5K 1.58% 17
2023
Q3 		$2.12M Buy
14,603
+43
+0.3% +$6.45K 1.57% 18
2023
Q2 		$2.12M Sell
14,560
-165
-1% -$22.7K 1.53% 20
2023
Q1 		$1.92M Buy
14,725
+249
+2% +$34.1K 1.48% 21
2022
Q4 		$1.94M Sell
14,476
-82
-0.6% -$10.4K 1.72% 20
2022
Q3 		$1.52M Sell
14,558
-1,313
-8% -$151K 1.46% 21
2022
Q2 		$1.79M Sell
15,871
-306
-2% -$37.9K 1.59% 19
2022
Q1 		$2.21M Buy
16,177
+320
+2% +$47.2K 1.64% 17
2021
Q4 		$2.51M Sell
15,857
-180
-1% -$29.6K 1.72% 16
2021
Q3 		$2.63M Sell
16,037
-81
-0.5% -$12.7K 2% 11
2021
Q2 		$2.51M Buy
16,118
+12
+0.1% +$1.89K 1.95% 15
2021
Q1 		$2.45M Sell
16,106
-87
-0.5% -$12.5K 2.06% 11
2020
Q4 		$2.06M Sell
16,193
-1,532
-9% -$171K 1.77% 12
2020
Q3 		$1.71M Buy
17,725
+318
+2% +$31.2K 1.55% 17
2020
Q2 		$1.64M Buy
17,407
+100
+0.6% +$9.49K 1.59% 16
2020
Q1 		$1.56M Sell
17,307
-241
-1% -$29.3K 1.92% 13
2019
Q4 		$2.45M Buy
+17,548
New +$2.25M 2.47% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Davidson Trust Company's JPM Position: Q2 2026 in Review

Davidson Trust Company increased its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, buying an estimated $262K and bringing the position to 14,102 shares worth $4.62M. The position accounts for 1.8% of the portfolio, ranked #12.

Davidson Trust Company first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Davidson Trust Company held 14,102 shares of JPMorgan Chase worth $4.62M as of Q2 2026.
  • Davidson Trust Company bought 843 JPMorgan Chase shares in Q2 2026, an estimated $262K.
  • JPMorgan Chase made up 1.8% of Davidson Trust Company's portfolio in Q2 2026, its #12 holding.
  • Davidson Trust Company first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.