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Delta Financial Group’s JPMorgan Chase JPM Stock Holding History

Delta Financial Group’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
2025
Q1 		$5.58M Buy
22,474
+227
+1% +$57.9K 1.27% 14
2024
Q4 		$5.33M Sell
22,247
-473
-2% -$110K 1.25% 13
2024
Q3 		$4.79M Buy
22,720
+203
+0.9% +$42.8K 1.78% 9
2024
Q2 		$4.55M Sell
22,517
-412
-2% -$80.5K 1.91% 8
2024
Q1 		$4.59M Buy
22,929
+61
+0.3% +$11K 1.35% 9
2023
Q4 		$3.89M Sell
22,868
-681
-3% -$103K 1.22% 11
2023
Q3 		$3.42M Buy
23,549
+352
+2% +$52.8K 1.18% 13
2023
Q2 		$3.37M Buy
23,197
+1,707
+8% +$235K 3.96% 5
2023
Q1 		$2.8M Buy
21,490
+47
+0.2% +$6.44K 1.1% 15
2022
Q4 		$2.83M Buy
+21,443
New +$2.72M 1.25% 14

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Financial Group's JPM Position: Q1 2025 in Review

Delta Financial Group increased its JPMorgan Chase (JPM) stake by 1% in Q1 2025, buying an estimated $57.9K and bringing the position to 22,474 shares worth $5.58M. The position accounts for 1.27% of the portfolio, ranked #14.

Delta Financial Group first reported a position in JPM in Q4 2022 and has held it in 10 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Delta Financial Group held 22,474 shares of JPMorgan Chase worth $5.58M as of Q1 2025.
  • Delta Financial Group bought 227 JPMorgan Chase shares in Q1 2025, an estimated $57.9K.
  • JPMorgan Chase made up 1.27% of Delta Financial Group's portfolio in Q1 2025, its #14 holding.
  • Delta Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 10 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.