DWA
JPM icon

Delap Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Delap Wealth Advisory’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-992
Closed -$320K – 94
2025
Q4 		$320K Buy
+992
New +$307K 0.12% 81
2024
Q2 		– Sell
-5,595
Closed -$1.12M – 211
2024
Q1 		$1.12M Buy
5,595
+3,370
+151% +$608K 0.45% 38
2023
Q4 		$378K Buy
+2,225
New +$337K 0.17% 63
2023
Q1 		– Sell
-3,169
Closed -$425K – 67
2022
Q4 		$425K Buy
+3,169
New +$402K 0.44% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delap Wealth Advisory's JPM Position: Q1 2026 in Review

Delap Wealth Advisory sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 992 shares — an estimated $320K sold.

Delap Wealth Advisory first reported a position in JPM in Q4 2022 and held it in 4 quarters. The position peaked at $1.12M in Q1 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Delap Wealth Advisory reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 992 JPMorgan Chase shares in Q1 2026, an estimated $320K.
  • Delap Wealth Advisory first reported a position in JPMorgan Chase in Q4 2022 and held it in 4 quarters.
  • Delap Wealth Advisory's JPMorgan Chase position peaked at $1.12M in Q1 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.