Delta Accumulation LLC’s JPMorgan Chase JPM Stock Holding History

Delta Accumulation LLC’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	$94.3M	Buy	320,500 +142,200	+80%	+$43.2M	8.18%	5
2025 Q4	$388M	Sell	178,300 -759,300	-81%	-$235M	14.31%	1
2025 Q3	$198M	Buy	937,600 +76,700	+9%	+$22.8M	12.37%	1
2025 Q2	$182M	Buy	860,900 +842,100	+4,479%	+$215M	13.65%	1
2025 Q1	$129M	Buy	18,800 +11,300	+151%	+$2.88M	7.44%	3
2024 Q4	$132M	Sell	7,500 -355,500	-98%	-$82.8M	7.26%	2
2024 Q3	$76.5M	Buy	363,000 +130,100	+56%	+$27.4M	5.62%	3
2024 Q2	$47.1M	Sell	232,900 -48,800	-17%	-$9.54M	3.49%	6
2024 Q1	$56.4M	Buy	281,700 +189,600	+206%	+$34.2M	4.03%	5
2023 Q4	$13.4M	Buy	92,100 +55,400	+151%	+$8.4M	2.12%	11
2023 Q3	$5.32M	Buy	36,700 +28,900	+371%	+$4.33M	1.19%	27
2023 Q2	$1.13M	Buy	7,800 +1,800	+30%	+$248K	0.38%	67
2023 Q1	$782K	Buy	+6,000	New	+$822K	0.48%	86
2022 Q1	–	Sell	-4,700	Closed	-$744K	–	159
2021 Q4	$744K	Buy	+4,700	New	+$772K	0.08%	125

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Accumulation LLC's JPM Position: Q1 2026 in Review

Delta Accumulation LLC reduced its JPMorgan Chase (JPM) stake by 100% in Q1 2026, selling an estimated $61.1M and leaving 26 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

Delta Accumulation LLC first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $64.9M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Delta Accumulation LLC held 26 shares of JPMorgan Chase worth $7.65K as of Q1 2026.
Delta Accumulation LLC sold 201,282 JPMorgan Chase shares in Q1 2026, an estimated $61.1M.
JPMorgan Chase made up ﹤0.01% of Delta Accumulation LLC's portfolio in Q1 2026, its #83 holding.
Delta Accumulation LLC first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
Delta Accumulation LLC's JPMorgan Chase position peaked at $64.9M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Delta Accumulation LLC's 13F filing for Q1 2026, filed 8 May 2026.