Delta Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
15,516
-284
| -2% | -$82.3K | 1.58% | 17 |
|
|
2025
Q1 | $3.88M | Buy |
15,800
+248
| +2% | +$60.8K | 1.46% | 21 |
|
|
2024
Q4 | $3.73M | Buy |
15,552
+33
| +0.2% | +$7.91K | 1.39% | 22 |
|
|
2024
Q3 | $3.27M | Buy |
15,519
+46
| +0.3% | +$9.7K | 1.19% | 26 |
|
|
2024
Q2 | $3.13M | Buy |
15,473
+192
| +1% | +$38.8K | 1.21% | 23 |
|
|
2024
Q1 | $3.06M | Buy |
15,281
+171
| +1% | +$34.3K | 1.21% | 25 |
|
|
2023
Q4 | $2.57M | Buy |
15,110
+186
| +1% | +$31.6K | 1.11% | 30 |
|
|
2023
Q3 | $2.16M | Buy |
14,924
+983
| +7% | +$143K | 0.98% | 33 |
|
|
2023
Q2 | $2.03M | Buy |
13,941
+212
| +2% | +$30.8K | 0.9% | 39 |
|
|
2023
Q1 | $1.79M | Sell |
13,729
-67
| -0.5% | -$8.73K | 0.86% | 44 |
|
|
2022
Q4 | $1.85M | Buy |
13,796
+631
| +5% | +$84.6K | 0.9% | 41 |
|
|
2022
Q3 | $1.38M | Buy |
13,165
+558
| +4% | +$58.3K | 0.73% | 50 |
|
|
2022
Q2 | $1.42M | Buy |
12,607
+54
| +0.4% | +$6.08K | 0.71% | 52 |
|
|
2022
Q1 | $1.71M | Buy |
12,553
+227
| +2% | +$30.9K | 0.73% | 49 |
|
|
2021
Q4 | $1.95M | Buy |
12,326
+136
| +1% | +$21.5K | 0.8% | 46 |
|
|
2021
Q3 | $2M | Sell |
12,190
-5
| -0% | -$818 | 0.89% | 38 |
|
|
2021
Q2 | $1.9M | Buy |
12,195
+259
| +2% | +$40.3K | 0.83% | 45 |
|
|
2021
Q1 | $1.82M | Buy |
11,936
+27
| +0.2% | +$4.11K | 0.85% | 47 |
|
|
2020
Q4 | $1.51M | Sell |
11,909
-146
| -1% | -$18.5K | 0.76% | 51 |
|
|
2020
Q3 | $1.16M | Buy |
12,055
+5,975
| +98% | +$575K | 0.64% | 59 |
|
|
2020
Q2 | $572K | Buy |
6,080
+498
| +9% | +$46.9K | 0.34% | 83 |
|
|
2020
Q1 | $503K | Buy |
5,582
+985
| +21% | +$88.8K | 0.35% | 80 |
|
|
2019
Q4 | $641K | Hold |
4,597
| – | – | 0.25% | 86 |
|
|
2019
Q3 | $541K | Buy |
4,597
+1,200
| +35% | +$141K | 0.22% | 92 |
|
|
2019
Q2 | $380K | Buy |
+3,397
| New | +$380K | 0.16% | 103 |
|