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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Delta Wealth Advisors's JPM Position: Q2 2026 in Review

Delta Wealth Advisors increased its JPMorgan Chase (JPM) stake by 96% in Q2 2026, buying an estimated $528K and bringing the position to 3,477 shares worth $1.14M. The position accounts for 0.81% of the portfolio, ranked #23.

Delta Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 1,886 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Delta Wealth Advisors held 3,477 shares of JPMorgan Chase worth $1.14M as of Q2 2026.
Delta Wealth Advisors bought 1,701 JPMorgan Chase shares in Q2 2026, an estimated $528K.
JPMorgan Chase made up 0.81% of Delta Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Delta Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
1,886 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.