JP Morgan Chase’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

JP Morgan Chase’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.1K	Buy	+6,221	New	+$87.3K	﹤0.01%	6156
2025 Q3	–	Sell	-638	Closed	-$9.95K	–	7456
2025 Q2	$9.95K	Sell	638 -6,328	-91%	-$97.2K	﹤0.01%	6315
2025 Q1	$112K	Buy	+6,966	New	+$112K	﹤0.01%	5510
2023 Q4	–	Sell	-34,833	Closed	-$513K	–	7582
2023 Q3	$513K	Buy	34,833 +23,338	+203%	+$339K	﹤0.01%	4460
2023 Q2	$167K	Sell	11,495 -10,887	-49%	-$153K	﹤0.01%	5179
2023 Q1	$313K	Buy	+22,382	New	+$316K	﹤0.01%	4786
2021 Q4	–	Sell	-10,000	Closed	-$191K	–	6702
2021 Q3	$191K	Hold	10,000	–	–	﹤0.01%	5254
2021 Q2	$200K	Buy	+10,000	New	+$197K	﹤0.01%	5249

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase's DLY Position: Q2 2026 in Review

JP Morgan Chase opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q2 2026: 6,221 shares worth $87.1K. The stake represents ﹤0.01% of the portfolio and ranks #6156 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in DLY as recently as Q2 2025.

JP Morgan Chase first reported a position in DLY in Q2 2021 and has held it in 8 quarters since. The position peaked at $513K in Q3 2023. 89 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

JP Morgan Chase held 6,221 shares of DoubleLine Yield Opportunities Fund worth $87.1K as of Q2 2026.
DoubleLine Yield Opportunities Fund was a new JP Morgan Chase position in Q2 2026.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6156 holding.
JP Morgan Chase first reported a position in DoubleLine Yield Opportunities Fund in Q2 2021 and has held it in 8 quarters since.
JP Morgan Chase's DoubleLine Yield Opportunities Fund position peaked at $513K in Q3 2023.
89 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.