JPMorgan Chase & Co. shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 19k | 315.44 |
| 2025-06-30 | $4.5M | 16k | 289.92 |
| 2025-03-31 | $3.9M | 16k | 245.29 |
| 2024-12-31 | $3.7M | 16k | 239.71 |
| 2024-09-30 | $3.3M | 16k | 210.86 |
| 2024-06-30 | $3.1M | 16k | 202.25 |
| 2024-03-31 | $3.1M | 15k | 200.29 |
| 2023-12-31 | $2.6M | 15k | 170.10 |
| 2023-09-30 | $2.2M | 15k | 145.02 |
| 2023-06-30 | $2.0M | 14k | 145.44 |
| 2023-03-31 | $1.8M | 14k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.52 |
| 2022-06-30 | $1.4M | 13k | 112.64 |
| 2022-03-31 | $1.7M | 13k | 136.30 |
| 2021-12-31 | $2.0M | 12k | 158.36 |
| 2021-09-30 | $2.0M | 12k | 163.66 |
| 2021-06-30 | $1.9M | 12k | 155.56 |
| 2021-03-31 | $1.8M | 12k | 152.23 |
| 2020-12-31 | $1.5M | 12k | 127.05 |
| 2020-09-30 | $1.2M | 12k | 96.23 |
| 2020-06-30 | $572k | 6.1k | 94.08 |
| 2020-03-31 | $503k | 5.6k | 90.11 |
| 2019-12-31 | $641k | 4.6k | 139.44 |
| 2019-09-30 | $541k | 4.6k | 117.69 |
| 2019-06-30 | $380k | 3.4k | 111.86 |