Delta Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
13,954
-750
| -5% | -$217K | 0.35% | 38 |
|
|
2025
Q1 | $3.61M | Sell |
14,704
-272
| -2% | -$66.7K | 0.34% | 41 |
|
|
2024
Q4 | $3.59M | Sell |
14,976
-251
| -2% | -$60.2K | 0.32% | 39 |
|
|
2024
Q3 | $3.21M | Sell |
15,227
-347
| -2% | -$73.2K | 0.28% | 44 |
|
|
2024
Q2 | $3.15M | Sell |
15,574
-210
| -1% | -$42.5K | 0.28% | 44 |
|
|
2024
Q1 | $3.16M | Sell |
15,784
-157
| -1% | -$31.4K | 0.28% | 45 |
|
|
2023
Q4 | $2.71M | Buy |
15,941
+2
| +0% | +$340 | 0.26% | 45 |
|
|
2023
Q3 | $2.31M | Buy |
15,939
+11
| +0.1% | +$1.6K | 0.24% | 46 |
|
|
2023
Q2 | $2.32M | Buy |
15,928
+99
| +0.6% | +$14.4K | 0.23% | 47 |
|
|
2023
Q1 | $2.06M | Sell |
15,829
-526
| -3% | -$68.5K | 0.22% | 50 |
|
|
2022
Q4 | $2.19M | Buy |
16,355
+490
| +3% | +$65.7K | 0.24% | 46 |
|
|
2022
Q3 | $1.66M | Buy |
15,865
+803
| +5% | +$83.9K | 0.2% | 52 |
|
|
2022
Q2 | $1.7M | Sell |
15,062
-1,206
| -7% | -$136K | 0.19% | 51 |
|
|
2022
Q1 | $2.22M | Buy |
16,268
+617
| +4% | +$84.1K | 0.21% | 47 |
|
|
2021
Q4 | $2.48M | Sell |
15,651
-50
| -0.3% | -$7.92K | 0.22% | 46 |
|
|
2021
Q3 | $2.57M | Sell |
15,701
-893
| -5% | -$146K | 0.25% | 42 |
|
|
2021
Q2 | $2.58M | Sell |
16,594
-898
| -5% | -$140K | 0.25% | 45 |
|
|
2021
Q1 | $2.66M | Buy |
17,492
+198
| +1% | +$30.1K | 0.27% | 43 |
|
|
2020
Q4 | $2.2M | Hold |
17,294
| – | – | 0.24% | 44 |
|
|
2020
Q3 | $1.67M | Sell |
17,294
-200
| -1% | -$19.3K | 0.2% | 45 |
|
|
2020
Q2 | $1.65M | Sell |
17,494
-283
| -2% | -$26.6K | 0.22% | 44 |
|
|
2020
Q1 | $1.6M | Sell |
17,777
-145
| -0.8% | -$13.1K | 0.25% | 41 |
|
|
2019
Q4 | $2.5M | Buy |
17,922
+47
| +0.3% | +$6.55K | 0.31% | 40 |
|
|
2019
Q3 | $2.1M | Buy |
17,875
+199
| +1% | +$23.4K | 0.28% | 42 |
|
|
2019
Q2 | $1.98M | Buy |
17,676
+947
| +6% | +$106K | 0.27% | 41 |
|
|
2019
Q1 | $1.69M | Buy |
16,729
+1,850
| +12% | +$187K | 0.24% | 43 |
|
|
2018
Q4 | $1.45M | Sell |
14,879
-740
| -5% | -$72.2K | 0.22% | 47 |
|
|
2018
Q3 | $1.76M | Buy |
15,619
+1,022
| +7% | +$115K | 0.23% | 45 |
|
|
2018
Q2 | $1.52M | Buy |
14,597
+5
| +0% | +$521 | 0.22% | 45 |
|
|
2018
Q1 | $1.61M | Sell |
14,592
-420
| -3% | -$46.2K | 0.24% | 44 |
|
|
2017
Q4 | $1.61M | Sell |
15,012
-105
| -0.7% | -$11.2K | 0.23% | 45 |
|
|
2017
Q3 | $1.44M | Buy |
15,117
+782
| +5% | +$74.7K | 0.22% | 50 |
|
|
2017
Q2 | $1.31M | Sell |
14,335
-204
| -1% | -$18.6K | 0.2% | 50 |
|
|
2017
Q1 | $1.28M | Sell |
14,539
-570
| -4% | -$50.1K | 0.2% | 50 |
|
|
2016
Q4 | $1.3M | Buy |
15,109
+13
| +0.1% | +$1.12K | 0.22% | 48 |
|
|
2016
Q3 | $1.01M | Sell |
15,096
-115
| -0.8% | -$7.66K | 0.17% | 53 |
|
|
2016
Q2 | $946K | Sell |
15,211
-65
| -0.4% | -$4.04K | 0.16% | 54 |
|
|
2016
Q1 | $905K | Sell |
15,276
-400
| -3% | -$23.7K | 0.16% | 58 |
|
|
2015
Q4 | $1.04M | Buy |
15,676
+80
| +0.5% | +$5.28K | 0.19% | 55 |
|
|
2015
Q3 | $951K | Hold |
15,596
| – | – | 0.19% | 54 |
|
|
2015
Q2 | $1.06M | Buy |
15,596
+230
| +1% | +$15.6K | 0.2% | 51 |
|
|
2015
Q1 | $931K | Buy |
15,366
+450
| +3% | +$27.3K | 0.18% | 54 |
|
|
2014
Q4 | $934K | Buy |
14,916
+383
| +3% | +$24K | 0.18% | 51 |
|
|
2014
Q3 | $875K | Sell |
14,533
-5
| -0% | -$301 | 0.18% | 54 |
|
|
2014
Q2 | $837K | Sell |
14,538
-500
| -3% | -$28.8K | 0.17% | 53 |
|
|
2014
Q1 | $913K | Sell |
15,038
-505
| -3% | -$30.7K | 0.2% | 52 |
|
|
2013
Q4 | $909K | Sell |
15,543
-47
| -0.3% | -$2.75K | 0.2% | 53 |
|
|
2013
Q3 | $806K | Sell |
15,590
-48
| -0.3% | -$2.48K | 0.2% | 55 |
|
|
2013
Q2 | $826K | Buy |
+15,638
| New | +$826K | 0.21% | 55 |
|