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 Q2	$443K	Buy	1,352 +386	+40%	+$120K	0.23%	52
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Delos Wealth Advisors's JPM Position: Q2 2026 in Review

Delos Wealth Advisors increased its JPMorgan Chase (JPM) stake by 40% in Q2 2026, buying an estimated $120K and bringing the position to 1,352 shares worth $443K. The position accounts for 0.23% of the portfolio, ranked #52.

Delos Wealth Advisors first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Delos Wealth Advisors held 1,352 shares of JPMorgan Chase worth $443K as of Q2 2026.
Delos Wealth Advisors bought 386 JPMorgan Chase shares in Q2 2026, an estimated $120K.
JPMorgan Chase made up 0.23% of Delos Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Delos Wealth Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.