Delta Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1757043 SAN FRANCISCO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,980,019

+$176,230 QoQ

Shares Held

6,049

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#2,986

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,452,799 across 4 Banks - Diversified names. JPM ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	6,049	$1,980,019
2	BAC	Bank Of America Corp /De/	10,436	$594,643
3	WFC	Wells Fargo & Company/Mn	7,144	$590,380
4	C	Citigroup Inc	2,056	$287,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,980,019	6,049	-1.4%	Shares	Sole	2026-08-13
2026-03-31	$1,803,789	6,132	-24.8%	Shares	Sole	2026-05-13
2025-12-31	$2,627,059	8,153	+0.8%	Shares	Sole	2026-01-30
2025-09-30	$2,550,566	8,086	+1.3%	Shares	Sole	2025-10-20
2025-06-30	$2,314,061	7,982	+0.8%	Shares	Sole	2025-08-01
2025-03-31	$1,941,794	7,916	+33.8%	Shares	Sole	2025-05-14
2024-12-31	$1,418,364	5,917	-0.4%	Shares	Sole	2025-02-18
2024-09-30	$1,252,719	5,941	+0.8%	Shares	Sole	2024-11-15
2024-06-30	$1,191,715	5,892	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$1,188,179	5,932	+4.8%	Shares	Sole	2024-05-09
2023-12-31	$963,106	5,662	-0.4%	Shares	Sole	2024-02-02
2023-09-30	$824,003	5,682	+4.1%	Shares	Sole	2023-11-14
2023-06-30	$793,520	5,456	+2.0%	Shares	Sole	2023-08-04
2023-03-31	$696,767	5,347	-2.2%	Shares	Sole	2023-05-08
2022-12-31	$733,258	5,468	-1.9%	Shares	Sole	2023-01-20
2022-09-30	$582,587	5,575	+12.7%	Shares	Sole	2022-10-21
2022-06-30	$557,194	4,948	+0.0%	Shares	Sole	2022-07-20
2022-03-31	$674,375	4,947	+0.0%	Shares	Sole	2022-05-11
2021-12-31	$783,199	4,946	+0.5%	Shares	Sole	2022-02-07
2021-09-30	$805,191	4,919	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$764,945	4,918	+0.0%	Shares	Sole	2021-08-06
2021-03-31	$748,514	4,917	+4.0%	Shares	Sole	2021-05-14
2020-12-31	$600,786	4,728	-3.1%	Shares	Sole	2021-02-04
2020-09-30	$469,893	4,881	-0.4%	Shares	Sole	2020-11-12
2020-06-30	$460,894	4,900	+5.2%	Shares	Sole	2020-08-05
2020-03-31	$419,359	4,658	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.