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JPMorgan Chase & Co. shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $554k 1.7k 322.22
2025-09-30 $542k 1.7k 315.43
2025-06-30 $498k 1.7k 289.91
2025-03-31 $422k 1.7k 245.30
2024-12-31 $412k 1.7k 239.71
2024-09-30 $356k 1.7k 210.86
2024-06-30 $341k 1.7k 202.26
2024-03-31 $338k 1.7k 200.30