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 Q3	$27.5K	Sell	2,087 -4,134	-66%	-$57.2K	﹤0.01%	6805
2026 Q2	$87.1K	Buy	+6,221	New	+$87.3K	﹤0.01%	6156
2025 Q3	–	Sell	-638	Closed	-$9.9K	–	7456
2025 Q2	$9.9K	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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

JP Morgan Chase's DLY Position: Q3 2026 in Review

JP Morgan Chase reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 66% in Q3 2026, selling an estimated $57.2K and leaving 2,087 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6805.

JP Morgan Chase first reported a position in DLY in Q2 2021 and has held it in 9 quarters since. The position peaked at $513K in Q3 2023. 57 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

JP Morgan Chase held 2,087 shares of DoubleLine Yield Opportunities Fund worth $27.5K as of Q3 2026.
JP Morgan Chase sold 4,134 DoubleLine Yield Opportunities Fund shares in Q3 2026, an estimated $57.2K.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #6805 holding.
JP Morgan Chase first reported a position in DoubleLine Yield Opportunities Fund in Q2 2021 and has held it in 9 quarters since.
JP Morgan Chase's DoubleLine Yield Opportunities Fund position peaked at $513K in Q3 2023.
57 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.