Delphi Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
