Delta Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q2 2025
A detailed history of Delta Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 1,719 shares of JPM stock, worth $517,229. This represents 0.42% of its overall portfolio holdings.
Number of Shares
1,719
Previous 1,719
-0.0%
Holding current value
$517,229
Previous $422 Million
18.19%
% of portfolio
0.42%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
5,343Shares Held
2.09BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$81.8 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$59.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$37.7 Billion1.4% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX72.9MShares$21.9 Billion2.1% of portfolio
-
Morgan Stanley New York, NY67MShares$20.2 Billion1.31% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $883B
- 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 ...