DELTA ASSET MANAGEMENT LLC/TN

Position in JPM — Jpmorgan Chase & Co

CIK 860857 MEMPHIS, TN

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,392,441

+$418,928 QoQ

Shares Held

13,419

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,222

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 ASSET MANAGEMENT LLC/TN holds $70,993,652 across 6 Banks - Diversified names. JPM ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	403,045	$33,307,638
2	BNY	Bank of New York Mellon Corp	216,681	$31,334,239
3	JPM	Jpmorgan Chase & Co This page	13,419	$4,392,441
4	C	Citigroup Inc	7,253	$1,015,129
5	BAC	Bank Of America Corp /De/	15,885	$905,127
6	BNS	Bank Of Nova Scotia	450	$39,078

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,392,441	13,419	-0.7%	Shares	Sole	2026-08-10
2026-03-31	$3,973,513	13,508	-1.7%	Shares	Sole	2026-05-11
2025-12-31	$4,429,236	13,746	-1.1%	Shares	Sole	2026-02-09
2025-09-30	$4,385,423	13,903	-0.4%	Shares	Sole	2025-11-04
2025-06-30	$4,045,404	13,954	-5.1%	Shares	Sole	2025-08-11
2025-03-31	$3,606,891	14,704	-1.8%	Shares	Sole	2025-05-09
2024-12-31	$3,589,896	14,976	-1.6%	Shares	Sole	2025-02-12
2024-09-30	$3,210,765	15,227	-2.2%	Shares	Sole	2024-11-07
2024-06-30	$3,149,997	15,574	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$3,161,535	15,784	-1.0%	Shares	Sole	2024-05-13
2023-12-31	$2,711,564	15,941	+0.0%	Shares	Sole	2024-02-09
2023-09-30	$2,311,473	15,939	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$2,316,568	15,928	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$2,062,676	15,829	-3.2%	Shares	Sole	2023-05-12
2022-12-31	$2,193,205	16,355	+3.1%	Shares	Sole	2023-02-13
2022-09-30	$1,657,892	15,865	+5.3%	Shares	Sole	2022-11-09
2022-06-30	$1,696,131	15,062	-7.4%	Shares	Sole	2022-08-11
2022-03-31	$2,217,653	16,268	+3.9%	Shares	Sole	2022-05-12
2021-12-31	$2,478,335	15,651	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$2,570,096	15,701	-5.4%	Shares	Sole	2021-11-03
2021-06-30	$2,581,030	16,594	-5.1%	Shares	Sole	2021-08-02
2021-03-31	$2,662,807	17,492	+1.1%	Shares	Sole	2021-04-28
2020-12-31	$2,197,548	17,294	0.0%	Shares	Sole	2021-02-02
2020-09-30	$1,664,893	17,294	-1.1%	Shares	Sole	2020-10-28
2020-06-30	$1,645,485	17,494	-1.6%	Shares	Sole	2020-07-23
2020-03-31	$1,600,463	17,777	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.