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Disclosery

D.A. DAVIDSON & CO.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on JPM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 392,911 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,911 shares
    Change vs previous 13F -5,550 shares

    0.71% of the 13F portfolio, value $128,611,632.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 398,461 shares
    Change vs previous 13F -13,334 shares

    0.71% of the 13F portfolio, value $117,185,689.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 411,795 shares
    Change vs previous 13F -1,008 shares

    0.81% of the 13F portfolio, value $132,688,684.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 412,803 shares
    Change vs previous 13F +1,325 shares

    0.83% of the 13F portfolio, value $130,210,622.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 411,478 shares
    Change vs previous 13F -2,317 shares

    0.84% of the 13F portfolio, value $119,291,700.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 413,795 shares
    Change vs previous 13F +7,337 shares

    0.82% of the 13F portfolio, value $101,503,996.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 406,458 shares
    Change vs previous 13F -3,955 shares

    0.79% of the 13F portfolio, value $97,432,065.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 410,413 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $86,539,889.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).