JPM — Morgan J P & Co Inc COM

Ownership history in D.A. DAVIDSON & CO.  ·  97 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in Morgan J P & Co Inc COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.51% (1999 Q3)
Avg. % of fund
0.69%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
97
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 411,795 -1,008 -0.2% 0.81% $132.7M $320.77
2025 Q3 ADDED 412,803 +1,325 +0.3% 0.83% $130.2M $312.49
2025 Q2 REDUCED 411,478 -2,317 -0.6% 0.84% $119.3M $285.83
2025 Q1 ADDED 413,795 +7,337 +1.8% 0.82% $101.5M $240.37
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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