DELTA FINANCIAL ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1790295 Metairie, LA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,901,753

+$698,213 QoQ

Shares Held

21,085

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

#1,789

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $14,435,112 across 3 Banks - Diversified names. JPM ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	21,085	$6,901,753
2	BNY	Bank of New York Mellon Corp	44,510	$6,436,591
3	HSBC	Hsbc Holdings PLC	11,534	$1,096,768

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,901,753	21,085	-0.0%	Shares	Sole	2026-08-05
2026-03-31	$6,203,540	21,089	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$6,770,164	21,011	+9.2%	Shares	Sole	2026-02-06
2025-09-30	$6,067,926	19,237	+24.0%	Shares	Sole	2025-10-30
2025-06-30	$4,498,243	15,516	-1.8%	Shares	Sole	2025-08-07
2025-03-31	$3,875,740	15,800	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$3,727,969	15,552	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$3,272,336	15,519	+0.3%	Shares	Sole	2024-11-04
2024-06-30	$3,129,568	15,473	+1.3%	Shares	Sole	2024-08-06
2024-03-31	$3,060,784	15,281	+1.1%	Shares	Sole	2024-05-07
2023-12-31	$2,570,211	15,110	+1.2%	Shares	Sole	2024-01-31
2023-09-30	$2,164,278	14,924	+7.1%	Shares	Sole	2023-11-03
2023-06-30	$2,027,579	13,941	+1.5%	Shares	Sole	2023-08-03
2023-03-31	$1,789,025	13,729	-0.5%	Shares	Sole	2023-05-04
2022-12-31	$1,850,043	13,796	+4.8%	Shares	Sole	2023-02-01
2022-09-30	$1,375,742	13,165	+4.4%	Shares	Sole	2022-10-27
2022-06-30	$1,419,674	12,607	+0.4%	Shares	Sole	2022-08-01
2022-03-31	$1,711,224	12,553	+1.8%	Shares	Sole	2022-05-06
2021-12-31	$1,951,822	12,326	+1.1%	Shares	Sole	2022-02-04
2021-09-30	$1,995,381	12,190	-0.0%	Shares	Sole	2021-10-26
2021-06-30	$1,896,810	12,195	+2.2%	Shares	Sole	2021-08-04
2021-03-31	$1,817,017	11,936	+0.2%	Shares	Sole	2021-04-29
2020-12-31	$1,513,276	11,909	-1.2%	Shares	Sole	2021-01-28
2020-09-30	$1,160,534	12,055	+98.3%	Shares	Sole	2020-10-20
2020-06-30	$571,884	6,080	+8.9%	Shares	Sole	2020-08-04
2020-03-31	$502,547	5,582	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.