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Delphi Management’s JPMorgan Chase JPM Stock Holding History

Delphi Management’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 		$1.38M Buy
4,211
+452
+12% +$140K 1.35% 30
2026
Q1 		$1.11M Sell
3,759
-1,086
-22% -$330K 1.32% 45
2025
Q4 		$1.56M Sell
4,845
-164
-3% -$50.8K 1.52% 16
2025
Q3 		$1.58M Sell
5,009
-417
-8% -$124K 1.47% 14
2025
Q2 		$1.57M Sell
5,426
-283
-5% -$72.2K 1.52% 12
2025
Q1 		$1.4M Sell
5,709
-860
-13% -$219K 1.43% 20
2024
Q4 		$1.57M Sell
6,569
-292
-4% -$68K 1.52% 15
2024
Q3 		$1.45M Sell
6,861
-2,124
-24% -$447K 1.31% 46
2024
Q2 		$1.82M Buy
8,985
+77
+0.9% +$15.1K 1.48% 20
2024
Q1 		$1.78M Sell
8,908
-355
-4% -$64.1K 1.38% 22
2023
Q4 		$1.58M Buy
9,263
+532
+6% +$80.6K 1.45% 18
2023
Q3 		$1.27M Sell
8,731
-435
-5% -$65.2K 1.3% 39
2023
Q2 		$1.33M Buy
+9,166
New +$1.26M 1.39% 28
2022
Q4 		$1.36M Buy
+10,145
New +$1.29M 1.65% 13
2021
Q4 		$1.47M Buy
9,311
+217
+2% +$35.6K 1.39% 21
2021
Q3 		$1.49M Buy
9,094
+32
+0.4% +$5.02K 1.53% 5
2021
Q2 		$1.41M Buy
9,062
+955
+12% +$150K 1.35% 17
2021
Q1 		$1.23M Buy
+8,107
New +$1.17M 1.31% 31
2019
Q3 		$1.44M Sell
12,202
-2,327
-16% -$263K 1.39% 18
2019
Q2 		$1.62M Sell
14,529
-908
-6% -$100K 1.46% 13
2019
Q1 		$1.56M Sell
15,437
-3,923
-20% -$404K 1.45% 23
2018
Q4 		$1.89M Sell
19,360
-972
-5% -$104K 1.71% 14
2018
Q3 		$2.29M Sell
20,332
-884
-4% -$100K 1.47% 12
2018
Q2 		$2.44M Buy
+21,216
New +$2.33M 1.5% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Delphi Management's JPM Position: Q2 2026 in Review

Delphi Management increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 4,211 shares worth $1.38M. The position accounts for 1.35% of the portfolio, ranked #30.

Delphi Management first reported a position in JPM in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.44M in Q2 2018. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Delphi Management held 4,211 shares of JPMorgan Chase worth $1.38M as of Q2 2026.
  • Delphi Management bought 452 JPMorgan Chase shares in Q2 2026, an estimated $140K.
  • JPMorgan Chase made up 1.35% of Delphi Management's portfolio in Q2 2026, its #30 holding.
  • Delphi Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 24 quarters since.
  • Delphi Management's JPMorgan Chase position peaked at $2.44M in Q2 2018.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.