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Delos Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Delos Wealth Advisors’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 		$284K Buy
966
+950
+5,938% +$288K 0.16% 68
2025
Q4 		$5.16K Sell
16
-308
-95% -$95.4K ﹤0.01% 199
2025
Q3 		$102K Buy
324
+260
+406% +$77.3K 0.07% 76
2025
Q2 		$18.6K Buy
+64
New +$16.3K 0.01% 143
2025
Q1 		– Sell
-64
Closed -$15.3K – 121
2024
Q4 		$15.3K Buy
64
+34
+113% +$7.92K 0.01% 101
2024
Q3 		$6.33K Sell
30
-135
-82% -$28.4K 0.01% 124
2024
Q2 		$33.4K Hold
165
– – 0.03% 84
2024
Q1 		$33K Sell
165
-48
-23% -$8.66K 0.04% 76
2023
Q4 		$36.2K Hold
213
– – 0.05% 73
2023
Q3 		$31.2K Hold
213
– – 0.04% 82
2023
Q2 		$31K Hold
213
– – 0.04% 80
2023
Q1 		$27.8K Sell
213
-292
-58% -$40K 0.04% 81
2022
Q4 		$67.7K Hold
505
– – 0.1% 54
2022
Q3 		$53K Buy
505
+99
+24% +$11.4K 0.06% 58
2022
Q2 		$46K Hold
406
– – 0.05% 62
2022
Q1 		$55K Hold
406
– – 0.05% 72
2021
Q4 		$64K Buy
406
+403
+13,433% +$66.2K 0.06% 66
2021
Q3 		$0 Buy
+3
New +$470 ﹤0.01% 238

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

Delos Wealth Advisors's JPM Position: Q1 2026 in Review

Delos Wealth Advisors increased its JPMorgan Chase (JPM) stake by 5,938% in Q1 2026, buying an estimated $288K and bringing the position to 966 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #68.

Delos Wealth Advisors first reported a position in JPM in Q3 2021 and has held it in 18 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Delos Wealth Advisors held 966 shares of JPMorgan Chase worth $284K as of Q1 2026.
  • Delos Wealth Advisors bought 950 JPMorgan Chase shares in Q1 2026, an estimated $288K.
  • JPMorgan Chase made up 0.16% of Delos Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Delos Wealth Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 18 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.