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Disclosery

Davidson Capital Management Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davidson Capital Management Inc. on JPM, newest first. How the timeline and the estimate are built.

Davidson Capital Management Inc. held 4,187 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,187 shares
    Change vs previous 13F +128 shares

    0.22% of the 13F portfolio, value $1,370,531.

    13F-HR 0001808748-26-000004 filed by Davidson Capital Management Inc.
    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 4,059 shares
    Change vs previous 13F -7,760 shares

    0.22% of the 13F portfolio, value $1,193,996.

    13F-HR 0001808748-26-000003 filed by Davidson Capital Management Inc.
    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 11,819 shares
    Change vs previous 13F +417 shares

    0.82% of the 13F portfolio, value $3,808,319.

    13F-HR 0001808748-26-000001 filed by Davidson Capital Management Inc.
    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 11,402 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,596,533.

    13F-HR 0001808748-25-000005 filed by Davidson Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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