Back to D.A. DAVIDSON & CO. D.A. DAVIDSON & CO.

JPMJPM
30 quarters

Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in JPMORGAN CHASE & CO

D.A. DAVIDSON & CO. holds 392,911 shares of JPM (JPMORGAN CHASE & CO), worth $128.6M as of 2026-Q2. The position was decreased (-1.4% shares). JPM represents 0.7% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$128.6M

Current Shares

392,911

Total Value Change

+$99.3M

Total Shares Change

+99,329

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
392,911
-1.4%
$128.6M0.7%$325.86
0
2026-Q1
Decreased
398,461
-3.2%
$117.2M0.7%$300.26
0
2025-Q4
Decreased
411,795
-0.2%
$132.7M0.8%$321.97
0
2025-Q3
Increased
412,803
+0.3%
$130.2M0.8%$312.75
43
2025-Q2
Decreased
411,478
-0.6%
$119.3M0.8%$283.07
0
2025-Q1
Increased
413,795
+1.8%
$101.5M0.8%$237.97
43
2024-Q4
Decreased
406,458
-1.0%
$97.4M0.8%$233.31
0
2024-Q3
Increased
410,413
+0.1%
$86.5M0.7%$203.96
42
2024-Q2
Increased
409,906
+0.3%
$82.9M0.7%$194.90
42
2024-Q1
Increased
408,523
+3.3%
$81.8M0.7%$191.89
43
2023-Q4
Increased
395,604
+2.1%
$67.3M0.7%$161.96
43
2023-Q3
Increased
387,415
+1.5%
$56.2M0.6%$137.07
42
2023-Q2
Decreased
381,735
-0.4%
$55.5M0.6%$134.64
0
2023-Q1
Increased
383,360
+1.9%
$49.9M0.6%$119.92
42
2022-Q4
Increased
376,103
+1.1%
$50.4M0.6%$123.99
42
2022-Q3
Increased
371,910
+4.5%
$38.9M0.5%$97.28
43
2022-Q2
Increased
355,791
+3.0%
$40.1M0.5%$104.73
42
2022-Q1
Decreased
345,604
-8.5%
$47.1M0.5%$126.72
0
2021-Q4
Decreased
377,857
-0.6%
$59.8M0.6%$142.04
0
2021-Q3
Increased
380,098
+2.2%
$62.2M0.7%$147.85
42
2021-Q2
Increased
372,026
+2.8%
$57.9M0.7%$136.54
43
2021-Q1
Increased
362,033
+19.9%
$55.1M0.7%$136.04
49
2020-Q4
Decreased
301,890
-0.1%
$38.3M0.6%$109.61
0
2020-Q3
Increased
302,323
+2.7%
$29.1M0.5%$82.60
42
2020-Q2
Decreased
294,334
-14.3%
$27.7M0.5%$79.79
0
2020-Q1
Increased
343,562
+9.5%
$31M0.6%$79.39
45
2019-Q4
Increased
313,702
+5.6%
$43.7M0.7%$116.96
43
2019-Q3
Increased
297,043
+3.7%
$35M0.6%$98.53
42
2019-Q2
Decreased
286,481
-2.4%
$32M0.6%$92.92
0
2019-Q1
New
293,582
-
$29.3M0.5%$83.49
56

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used