Delta Wealth Advisors
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Delta Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Delta Wealth 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
Q3 		$1.15M Hold
3,477
– – 0.79% 23
2026
Q2 		$1.14M Buy
3,477
+1,701
+96% +$528K 0.81% 23
2026
Q1 		$523K Buy
1,776
+57
+3% +$17.3K 0.4% 30
2025
Q4 		$554K Hold
1,719
– – 0.46% 31
2025
Q3 		$542K Hold
1,719
– – 0.42% 29
2025
Q2 		$498K Hold
1,719
– – 0.42% 29
2025
Q1 		$422K Hold
1,719
– – 0.38% 25
2024
Q4 		$412K Buy
1,719
+31
+2% +$7.22K 0.39% 26
2024
Q3 		$356K Hold
1,688
– – 0.34% 26
2024
Q2 		$341K Hold
1,688
– – 0.33% 33
2024
Q1 		$338K Buy
+1,688
New +$305K 0.35% 37

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Delta Wealth Advisors's JPM Position: Q3 2026 in Review

Delta Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 3,477 shares worth $1.15M. The position accounts for 0.79% of the portfolio, ranked #23.

Delta Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Delta Wealth Advisors held 3,477 shares of JPMorgan Chase worth $1.15M as of Q3 2026.
  • Delta Wealth Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.79% of Delta Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Delta Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.