Question 1

How many shares of JPM does D.A. DAVIDSON & CO. own?

Accepted Answer

As of 2026-Q1, D.A. DAVIDSON & CO. holds 398,461 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is D.A. DAVIDSON & CO.'s JPM position worth?

Accepted Answer

As of 2026-Q1, D.A. DAVIDSON & CO.'s JPM position is worth $117.2M.

Question 3

Is D.A. DAVIDSON & CO. buying or selling JPM?

Accepted Answer

In 2026-Q1, D.A. DAVIDSON & CO. decreased their JPM position (-3.2% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy JPM?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in JPM in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	398,461	-3.2%	$117.2M	0.7%	$300.26	0
2025-Q4	Decreased	411,795	-0.2%	$132.7M	0.8%	$321.97	0
2025-Q3	Increased	412,803	+0.3%	$130.2M	0.8%	$312.75	43
2025-Q2	Decreased	411,478	-0.6%	$119.3M	0.8%	$283.07	0
2025-Q1	Increased	413,795	+1.8%	$101.5M	0.8%	$237.97	43
2024-Q4	Decreased	406,458	-1.0%	$97.4M	0.8%	$233.31	0
2024-Q3	Increased	410,413	+0.1%	$86.5M	0.7%	$203.96	42
2024-Q2	Increased	409,906	+0.3%	$82.9M	0.7%	$194.90	42

JPMShowing 8 of 29 quarters

JPM
Showing 8 of 29 quarters