Harold Davidson & Associates
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Harold Davidson & Associates’s JPMorgan Chase JPM Stock Holding History

Harold Davidson & Associates’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 		$5.98M Buy
18,077
+5
+0% +$1.75K 2.43% 9
2026
Q2 		$5.92M Sell
18,072
-385
-2% -$120K 2.57% 9
2026
Q1 		$5.43M Sell
18,457
-787
-4% -$239K 2.64% 9
2025
Q4 		$6.2M Sell
19,244
-750
-4% -$232K 2.74% 9
2025
Q3 		$6.31M Buy
19,994
+5,629
+39% +$1.67M 2.87% 8
2025
Q2 		$4.16M Sell
14,365
-3,880
-21% -$990K 2.7% 6
2025
Q1 		$4.48M Sell
18,245
-392
-2% -$100K 2.44% 7
2024
Q4 		$4.47M Buy
+18,637
New +$4.34M 2.14% 9

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harold Davidson & Associates's JPM Position: Q3 2026 in Review

Harold Davidson & Associates increased its JPMorgan Chase (JPM) stake by 0.03% in Q3 2026, buying an estimated $1.75K and bringing the position to 18,077 shares worth $5.98M. The position accounts for 2.43% of the portfolio, ranked #9.

Harold Davidson & Associates first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.31M in Q3 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Harold Davidson & Associates held 18,077 shares of JPMorgan Chase worth $5.98M as of Q3 2026.
  • Harold Davidson & Associates bought 5 JPMorgan Chase shares in Q3 2026, an estimated $1.75K.
  • JPMorgan Chase made up 2.43% of Harold Davidson & Associates's portfolio in Q3 2026, its #9 holding.
  • Harold Davidson & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • Harold Davidson & Associates's JPMorgan Chase position peaked at $6.31M in Q3 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.