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Disclosery

DAVIDSON TRUST CO: JPM position timeline

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

DAVIDSON TRUST CO held 13,346 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,346 shares
    Change vs previous 13F -756 shares

    1.75% of the 13F portfolio, value $4,415,257.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,102 shares
    Change vs previous 13F +843 shares

    1.8% of the 13F portfolio, value $4,616,007.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,259 shares
    Change vs previous 13F +636 shares

    1.68% of the 13F portfolio, value $3,900,267.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,623 shares
    Change vs previous 13F +731 shares

    1.7% of the 13F portfolio, value $4,067,383.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,892 shares
    Change vs previous 13F -695 shares

    1.55% of the 13F portfolio, value $3,751,094.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,587 shares
    Change vs previous 13F -256 shares

    1.68% of the 13F portfolio, value $3,649,097.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,843 shares
    Change vs previous 13F -615 shares

    1.5% of the 13F portfolio, value $3,150,388.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,458 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,226,018.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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