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
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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JP Morgan Chase's DLY Position: Q3 2025 in Review

JP Morgan Chase sold out of DoubleLine Yield Opportunities Fund (DLY) in Q3 2025, closing a stake of 638 shares — an estimated $9.95K sold.

JP Morgan Chase first reported a position in DLY in Q2 2021 and held it in 7 quarters. The position peaked at $513K in Q3 2023. 91 funds tracked by Wall St. Rank hold DLY as of Q3 2025.

JP Morgan Chase reported no remaining DoubleLine Yield Opportunities Fund position as of Q3 2025 after selling out during the quarter.
JP Morgan Chase sold 638 DoubleLine Yield Opportunities Fund shares in Q3 2025, an estimated $9.95K.
JP Morgan Chase first reported a position in DoubleLine Yield Opportunities Fund in Q2 2021 and held it in 7 quarters.
JP Morgan Chase's DoubleLine Yield Opportunities Fund position peaked at $513K in Q3 2023.
91 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.