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 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%	-$99.9K	2.44%	7
2024 Q4	$4.47M	Buy	+18,637	New	+$4.34M	2.14%	9

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Harold Davidson & Associates's JPM Position: Q2 2026 in Review

Harold Davidson & Associates reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $120K and leaving 18,072 shares worth $5.92M. The position accounts for 2.57% of the portfolio, ranked #9.

Harold Davidson & Associates first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.31M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Harold Davidson & Associates held 18,072 shares of JPMorgan Chase worth $5.92M as of Q2 2026.
Harold Davidson & Associates sold 385 JPMorgan Chase shares in Q2 2026, an estimated $120K.
JPMorgan Chase made up 2.57% of Harold Davidson & Associates's portfolio in Q2 2026, its #9 holding.
Harold Davidson & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Harold Davidson & Associates's JPMorgan Chase position peaked at $6.31M in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.