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Davidson Trust Co

SEC CIK
0001133119
Latest filing
Jul 29, 2026

JPM holding history

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

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
14,102
Value
$4.62M
% of portfolio
1.8%
Quarters held
22
Since Q1 2021
Holdings of JPM by Davidson Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,102$4.62M1.8%+843+6.4%AddedHolders
Q1 202613,259$3.90M1.7%+636+5.0%AddedHolders
Q4 202512,623$4.07M1.7%+731+6.1%AddedHolders
Q3 202511,892$3.75M1.5%−695−5.5%ReducedHolders
Q2 202512,587$3.65M1.7%−256−2.0%ReducedHolders
Q1 202512,843$3.15M1.5%−615−4.6%ReducedHolders
Q4 202413,458$3.23M1.7%−107−0.8%ReducedHolders
Q3 202413,565$2.86M1.5%+2,680+24.6%AddedHolders
Q2 202410,885$2.20M1.5%−3,398−23.8%ReducedHolders
Q1 202414,283$2.86M1.7%−152−1.1%ReducedHolders
Q4 202314,435$2.46M1.6%−168−1.2%ReducedHolders
Q3 202314,603$2.12M1.6%+43+0.3%AddedHolders
Q2 202314,560$2.12M1.5%−165−1.1%ReducedHolders
Q1 202314,725$1.92M1.5%+249+1.7%AddedHolders
Q4 202214,476$1.94M1.7%−82−0.6%ReducedHolders
Q3 202214,558$1.52M1.5%−1,313−8.3%ReducedHolders
Q2 202215,871$1.79M1.6%−306−1.9%ReducedHolders
Q1 202216,177$2.21M1.6%+320+2.0%AddedHolders
Q4 202115,857$2.51M1.7%−180−1.1%ReducedHolders
Q3 202116,037$2.63M2.0%−81−0.5%ReducedHolders
Q2 202116,118$2.51M2.0%+12+0.1%AddedHolders
Q1 202116,106$2.45M2.1%––Holders

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