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Delta Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Delta Financial Advisors’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 		$6.9M Sell
21,085
-4
-0% -$1.24K 1.64% 12
2026
Q1 		$6.2M Buy
21,089
+78
+0.4% +$23.7K 1.62% 17
2025
Q4 		$6.77M Buy
21,011
+1,774
+9% +$549K 1.76% 12
2025
Q3 		$6.07M Buy
19,237
+3,721
+24% +$1.11M 1.71% 14
2025
Q2 		$4.5M Sell
15,516
-284
-2% -$72.5K 1.58% 17
2025
Q1 		$3.88M Buy
15,800
+248
+2% +$63.2K 1.46% 21
2024
Q4 		$3.73M Buy
15,552
+33
+0.2% +$7.69K 1.39% 22
2024
Q3 		$3.27M Buy
15,519
+46
+0.3% +$9.69K 1.19% 26
2024
Q2 		$3.13M Buy
15,473
+192
+1% +$37.5K 1.21% 23
2024
Q1 		$3.06M Buy
15,281
+171
+1% +$30.9K 1.21% 25
2023
Q4 		$2.57M Buy
15,110
+186
+1% +$28.2K 1.11% 30
2023
Q3 		$2.16M Buy
14,924
+983
+7% +$147K 0.98% 33
2023
Q2 		$2.03M Buy
13,941
+212
+2% +$29.2K 0.9% 39
2023
Q1 		$1.79M Sell
13,729
-67
-0.5% -$9.18K 0.86% 44
2022
Q4 		$1.85M Buy
13,796
+631
+5% +$80K 0.9% 41
2022
Q3 		$1.38M Buy
13,165
+558
+4% +$64K 0.73% 50
2022
Q2 		$1.42M Buy
12,607
+54
+0.4% +$6.69K 0.71% 52
2022
Q1 		$1.71M Buy
12,553
+227
+2% +$33.5K 0.73% 49
2021
Q4 		$1.95M Buy
12,326
+136
+1% +$22.3K 0.8% 46
2021
Q3 		$2M Sell
12,190
-5
-0% -$784 0.89% 38
2021
Q2 		$1.9M Buy
12,195
+259
+2% +$40.7K 0.83% 45
2021
Q1 		$1.82M Buy
11,936
+27
+0.2% +$3.88K 0.85% 47
2020
Q4 		$1.51M Sell
11,909
-146
-1% -$16.3K 0.76% 51
2020
Q3 		$1.16M Buy
12,055
+5,975
+98% +$587K 0.64% 59
2020
Q2 		$572K Buy
6,080
+498
+9% +$47.3K 0.34% 83
2020
Q1 		$503K Buy
5,582
+985
+21% +$120K 0.35% 80
2019
Q4 		$641K Hold
4,597
– – 0.25% 86
2019
Q3 		$541K Buy
4,597
+1,200
+35% +$136K 0.22% 92
2019
Q2 		$380K Buy
+3,397
New +$375K 0.16% 103

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Delta Financial Advisors's JPM Position: Q2 2026 in Review

Delta Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.02% in Q2 2026, selling an estimated $1.24K and leaving 21,085 shares worth $6.9M. The position accounts for 1.64% of the portfolio, ranked #12.

Delta Financial Advisors first reported a position in JPM in Q2 2019 and has held it in 29 quarters since. 3,229 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Delta Financial Advisors held 21,085 shares of JPMorgan Chase worth $6.9M as of Q2 2026.
  • Delta Financial Advisors sold 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 1.64% of Delta Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Delta Financial Advisors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 29 quarters since.
  • 3,229 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.