D.A. Davidson & Co.

SEC CIK: 0001080107
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 392,911
Value: $128.6M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by D.A. Davidson & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	392,911	$128.6M	0.7%	−5,550−1.4%	Reduced	Holders
Q1 2026	398,461	$117.2M	0.7%	−13,334−3.2%	Reduced	Holders
Q4 2025	411,795	$132.7M	0.8%	−1,008−0.2%	Reduced	Holders
Q3 2025	412,803	$130.2M	0.8%	+1,325+0.3%	Added	Holders
Q2 2025	411,478	$119.3M	0.8%	−2,317−0.6%	Reduced	Holders
Q1 2025	413,795	$101.5M	0.8%	+7,337+1.8%	Added	Holders
Q4 2024	406,458	$97.4M	0.8%	−3,955−1.0%	Reduced	Holders
Q3 2024	410,413	$86.5M	0.7%	+507+0.1%	Added	Holders
Q2 2024	409,906	$82.9M	0.7%	+1,383+0.3%	Added	Holders
Q1 2024	408,523	$81.8M	0.7%	+12,919+3.3%	Added	Holders
Q4 2023	395,604	$67.3M	0.7%	+8,189+2.1%	Added	Holders
Q3 2023	387,415	$56.2M	0.6%	+5,680+1.5%	Added	Holders
Q2 2023	381,735	$55.5M	0.6%	−1,625−0.4%	Reduced	Holders
Q1 2023	383,360	$49.9M	0.6%	+7,257+1.9%	Added	Holders
Q4 2022	376,103	$50.4M	0.6%	+4,193+1.1%	Added	Holders
Q3 2022	371,910	$38.9M	0.5%	+16,119+4.5%	Added	Holders
Q2 2022	355,791	$40.1M	0.5%	+10,187+2.9%	Added	Holders
Q1 2022	345,604	$47.1M	0.5%	−32,253−8.5%	Reduced	Holders
Q4 2021	377,857	$59.8M	0.6%	−2,241−0.6%	Reduced	Holders
Q3 2021	380,098	$62.2M	0.7%	+8,072+2.2%	Added	Holders
Q2 2021	372,026	$57.9M	0.7%	+9,993+2.8%	Added	Holders
Q1 2021	362,033	$55.1M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.