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DAVIDSON INVESTMENT ADVISORS: JPM position timeline

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

DAVIDSON INVESTMENT ADVISORS held 4,058 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,058 shares
    Change vs previous 13F -170 shares

    0.05% of the 13F portfolio, value $1,328,305.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT ADVISORS
    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/A 4,228 shares
    Change vs previous 13F +76 shares

    0.05% of the 13F portfolio, value $1,243,708.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT ADVISORS
    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 4,152 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $1,337,857.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 4,093 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,291,055.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT ADVISORS
    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 4,093 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $1,186,602.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 4,006 shares
    Change vs previous 13F -428 shares

    0.05% of the 13F portfolio, value $982,672.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 4,434 shares
    Change vs previous 13F +131 shares

    0.05% of the 13F portfolio, value $1,062,874.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 4,303 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $907,331.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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