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Disclosery

DAVENPORT & Co LLC: JPM position timeline

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

DAVENPORT & Co LLC held 520,419 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 520,419 shares
    Change vs previous 13F -9,156 shares

    0.87% of the 13F portfolio, value $170,515,138.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 529,575 shares
    Change vs previous 13F -49,644 shares

    0.86% of the 13F portfolio, value $154,859,145.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    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 579,219 shares
    Change vs previous 13F +8 shares

    1.01% of the 13F portfolio, value $186,744,081.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 579,211 shares
    Change vs previous 13F -7,303 shares

    0.98% of the 13F portfolio, value $182,709,948.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    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 586,514 shares
    Change vs previous 13F -738 shares

    0.94% of the 13F portfolio, value $169,724,662.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 587,252 shares
    Change vs previous 13F -2,396 shares

    0.85% of the 13F portfolio, value $143,781,755.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    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 589,648 shares
    Change vs previous 13F +54 shares

    0.83% of the 13F portfolio, value $141,290,917.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    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 589,594 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $124,273,695.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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