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Livermore
Livermore
ZHEN

Delta Wealth Advisors LLC

SEC CIK
0001970701
Latest filing
Jul 14, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Delta Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,477
Value
$1.14M
% of portfolio
0.8%
Quarters held
10
Since Q1 2024
Holdings of JPM by Delta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,477$1.14M0.8%+1,701+95.8%AddedHolders
Q1 20261,776$522.5K0.4%+57+3.3%AddedHolders
Q4 20251,719$553.9K0.5%00.0%UnchangedHolders
Q3 20251,719$542.2K0.4%00.0%UnchangedHolders
Q2 20251,719$498.4K0.4%00.0%UnchangedHolders
Q1 20251,719$421.7K0.4%00.0%UnchangedHolders
Q4 20241,719$412.1K0.4%+31+1.8%AddedHolders
Q3 20241,688$355.9K0.3%00.0%UnchangedHolders
Q2 20241,688$341.4K0.3%00.0%UnchangedHolders
Q1 20241,688$338.1K0.3%–No prior filingHolders