A detailed history of Delta Investment Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Delta Investment Management, LLC holds 5,892 shares of JPM stock, worth $1.2 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,892
Previous 5,932 0.67%
Holding current value
$1.2 Million
Previous $1.19 Million 0.25%
% of portfolio
0.3%
Previous 0.29%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $7,203 - $8,191
-40 Reduced 0.67%
5,892 $1.19 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $45,114 - $54,081
270 Added 4.77%
5,932 $1.19 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $2,713 - $3,406
-20 Reduced 0.35%
5,662 $963,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $32,365 - $35,708
226 Added 4.14%
5,682 $824,000
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $13,894 - $15,852
109 Added 2.04%
5,456 $793,000
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $15,114 - $17,399
-121 Reduced 2.21%
5,347 $696,000
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $10,909 - $14,748
-107 Reduced 1.92%
5,468 $0
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $12,997 - $75,603
627 Added 12.67%
5,575 $583,000
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $112 - $135
1 Added 0.02%
4,948 $557,000
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.02%
4,947 $674,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $4,156 - $4,638
27 Added 0.55%
4,946 $783,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $146 - $166
1 Added 0.02%
4,919 $805,000
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $147 - $166
1 Added 0.02%
4,918 $765,000
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $23,747 - $29,795
189 Added 4.0%
4,917 $749,000
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $14,770 - $19,441
-153 Reduced 3.13%
4,728 $600,000
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $1,734 - $1,972
-19 Reduced 0.39%
4,881 $469,000
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $20,335 - $27,454
242 Added 5.2%
4,900 $460,000
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $6,006 - $10,722
-76 Reduced 1.61%
4,658 $419,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $529,355 - $659,919
4,734 New
4,734 $659,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $599B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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