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Delta Investment Management’s JPMorgan Chase JPM Stock Holding History

Delta Investment Management’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 		$1.98M Sell
6,049
-83
-1% -$25.8K 0.33% 68
2026
Q1 		$1.8M Sell
6,132
-2,021
-25% -$613K 0.32% 59
2025
Q4 		$2.63M Buy
8,153
+67
+0.8% +$20.7K 0.46% 56
2025
Q3 		$2.55M Buy
8,086
+104
+1% +$30.9K 0.46% 45
2025
Q2 		$2.31M Buy
7,982
+66
+0.8% +$16.8K 0.44% 43
2025
Q1 		$1.94M Buy
7,916
+1,999
+34% +$510K 0.39% 49
2024
Q4 		$1.42M Sell
5,917
-24
-0.4% -$5.59K 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% -$7.82K 0.26% 59
2024
Q1 		$1.19M Buy
5,932
+270
+5% +$48.7K 0.27% 61
2023
Q4 		$963K Sell
5,662
-20
-0.4% -$3.03K 0.24% 58
2023
Q3 		$824K Buy
5,682
+226
+4% +$33.9K 0.23% 63
2023
Q2 		$794K Buy
5,456
+109
+2% +$15K 0.22% 65
2023
Q1 		$697K Sell
5,347
-121
-2% -$16.6K 0.2% 69
2022
Q4 		$733K Sell
5,468
-107
-2% -$13.6K 0.24% 67
2022
Q3 		$583K Buy
5,575
+627
+13% +$72K 0.25% 72
2022
Q2 		$557K Buy
4,948
+1
+0% +$124 0.25% 71
2022
Q1 		$674K Buy
4,947
+1
+0% +$148 0.2% 65
2021
Q4 		$783K Buy
4,946
+27
+0.5% +$4.43K 0.23% 77
2021
Q3 		$805K Buy
4,919
+1
+0% +$157 0.25% 77
2021
Q2 		$765K Buy
4,918
+1
+0% +$157 0.23% 78
2021
Q1 		$749K Buy
4,917
+189
+4% +$27.2K 0.24% 76
2020
Q4 		$600K Sell
4,728
-153
-3% -$17.1K 0.19% 92
2020
Q3 		$469K Sell
4,881
-19
-0.4% -$1.87K 0.25% 62
2020
Q2 		$460K Buy
4,900
+242
+5% +$23K 0.19% 79
2020
Q1 		$419K Sell
4,658
-76
-2% -$9.23K 0.32% 43
2019
Q4 		$659K Buy
+4,734
New +$607K 0.24% 65

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Delta Investment Management's JPM Position: Q2 2026 in Review

Delta Investment Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $25.8K and leaving 6,049 shares worth $1.98M. The position accounts for 0.33% of the portfolio, ranked #68.

Delta Investment Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.63M in Q4 2025. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Delta Investment Management held 6,049 shares of JPMorgan Chase worth $1.98M as of Q2 2026.
  • Delta Investment Management sold 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.33% of Delta Investment Management's portfolio in Q2 2026, its #68 holding.
  • Delta Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Delta Investment Management's JPMorgan Chase position peaked at $2.63M in Q4 2025.
  • 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.