Delta Investment Management’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 | $2.31M | Buy |
7,982
+66
| +0.8% | +$19.1K | 0.44% | 43 |
|
|
2025
Q1 | $1.94M | Buy |
7,916
+1,999
| +34% | +$490K | 0.39% | 49 |
|
|
2024
Q4 | $1.42M | Sell |
5,917
-24
| -0.4% | -$5.75K | 0.28% | 62 |
|
|
2024
Q3 | $1.25M | Buy |
5,941
+49
| +0.8% | +$10.3K | 0.26% | 66 |
|
|
2024
Q2 | $1.19M | Sell |
5,892
-40
| -0.7% | -$8.09K | 0.26% | 59 |
|
|
2024
Q1 | $1.19M | Buy |
5,932
+270
| +5% | +$54.1K | 0.27% | 61 |
|
|
2023
Q4 | $963K | Sell |
5,662
-20
| -0.4% | -$3.4K | 0.24% | 58 |
|
|
2023
Q3 | $824K | Buy |
5,682
+226
| +4% | +$32.8K | 0.23% | 63 |
|
|
2023
Q2 | $794K | Buy |
5,456
+109
| +2% | +$15.9K | 0.22% | 65 |
|
|
2023
Q1 | $697K | Sell |
5,347
-121
| -2% | -$15.8K | 0.2% | 69 |
|
|
2022
Q4 | $733K | Sell |
5,468
-107
| -2% | -$14.3K | 0.24% | 67 |
|
|
2022
Q3 | $583K | Buy |
5,575
+627
| +13% | +$65.6K | 0.25% | 72 |
|
|
2022
Q2 | $557K | Buy |
4,948
+1
| +0% | +$113 | 0.25% | 71 |
|
|
2022
Q1 | $674K | Buy |
4,947
+1
| +0% | +$136 | 0.2% | 65 |
|
|
2021
Q4 | $783K | Buy |
4,946
+27
| +0.5% | +$4.27K | 0.23% | 77 |
|
|
2021
Q3 | $805K | Buy |
4,919
+1
| +0% | +$164 | 0.25% | 77 |
|
|
2021
Q2 | $765K | Buy |
4,918
+1
| +0% | +$156 | 0.23% | 78 |
|
|
2021
Q1 | $749K | Buy |
4,917
+189
| +4% | +$28.8K | 0.24% | 76 |
|
|
2020
Q4 | $600K | Sell |
4,728
-153
| -3% | -$19.4K | 0.19% | 92 |
|
|
2020
Q3 | $469K | Sell |
4,881
-19
| -0.4% | -$1.83K | 0.25% | 62 |
|
|
2020
Q2 | $460K | Buy |
4,900
+242
| +5% | +$22.7K | 0.19% | 79 |
|
|
2020
Q1 | $419K | Sell |
4,658
-76
| -2% | -$6.84K | 0.32% | 43 |
|
|
2019
Q4 | $659K | Buy |
+4,734
| New | +$659K | 0.24% | 65 |
|