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Disclosery

Harold Davidson & Associates Inc.: JPM position timeline

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

Harold Davidson & Associates Inc. held 18,072 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,072 shares
    Change vs previous 13F -385 shares

    2.57% of the 13F portfolio, value $5,915,669.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates 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 18,457 shares
    Change vs previous 13F -787 shares

    2.64% of the 13F portfolio, value $5,429,311.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates 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 19,244 shares
    Change vs previous 13F -750 shares

    2.74% of the 13F portfolio, value $6,200,802.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates 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 19,994 shares
    Change vs previous 13F +5,629 shares

    2.87% of the 13F portfolio, value $6,306,707.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
    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 14,365 shares
    Change vs previous 13F -3,880 shares

    2.7% of the 13F portfolio, value $4,164,557.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
    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 18,245 shares
    Change vs previous 13F -392 shares

    2.44% of the 13F portfolio, value $4,475,499.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
    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 18,637 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,467,475.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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