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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 Investment Management's JPM Position: Q1 2026 in Review

Delta Investment Management reduced its JPMorgan Chase (JPM) stake by 25% in Q1 2026, selling an estimated $613K and leaving 6,132 shares worth $1.8M. The position accounts for 0.32% of the portfolio, ranked #59.

Delta Investment Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.63M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Delta Investment Management held 6,132 shares of JPMorgan Chase worth $1.8M as of Q1 2026.
  • Delta Investment Management sold 2,021 JPMorgan Chase shares in Q1 2026, an estimated $613K.
  • JPMorgan Chase made up 0.32% of Delta Investment Management's portfolio in Q1 2026, its #59 holding.
  • Delta Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Delta Investment Management's JPMorgan Chase position peaked at $2.63M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.