Scott Black's JPM Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 4,845 shares of JPMorgan Chase & Co. (JPM) worth $1.56 M, representing 1.52% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Scott Black has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 955 shares. Largest reduction occurred in Q1 2021, reducing 4,095 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Scott Black
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +21,216 | New Buy | 21,216 | $114.96 |
| Q3 2018 | -884 | Reduce 4.17% | 20,332 | $112.83 |
| Q4 2018 | -972 | Reduce 4.78% | 19,360 | $97.62 |
| Q1 2019 | -3,923 | Reduce 20.26% | 15,437 | $101.25 |
| Q2 2019 | -908 | Reduce 5.88% | 14,529 | $111.78 |
| Q3 2019 | -2,327 | Reduce 16.02% | 12,202 | $117.69 |
| Q1 2021 | +8,108 | Add 0.00% | 8,107 | $152.21 |
| Q2 2021 | +955 | Add 11.78% | 9,062 | $155.59 |
| Q3 2021 | +32 | Add 0.35% | 9,094 | $163.73 |
| Q4 2021 | +217 | Add 2.39% | 9,311 | $158.31 |
| Q4 2022 | +10,146 | Add 0.00% | 10,145 | $134.06 |
| Q2 2023 | +9,167 | Add 0.00% | 9,166 | $145.43 |
| Q3 2023 | -435 | Reduce 4.75% | 8,731 | $145.00 |
| Q4 2023 | +532 | Add 6.09% | 9,263 | $170.14 |
| Q1 2024 | -355 | Reduce 3.83% | 8,908 | $200.27 |
| Q2 2024 | +77 | Add 0.86% | 8,985 | $202.34 |
| Q3 2024 | -2,124 | Reduce 23.64% | 6,861 | $210.90 |
| Q4 2024 | -292 | Reduce 4.26% | 6,569 | $239.76 |
| Q1 2025 | -860 | Reduce 13.09% | 5,709 | $245.23 |
| Q2 2025 | -283 | Reduce 4.96% | 5,426 | $289.90 |
| Q3 2025 | -417 | Reduce 7.69% | 5,009 | $315.43 |
| Q4 2025 | -164 | Reduce 3.27% | 4,845 | $322.19 |
Scott Black's JPMorgan Chase & Co Investment FAQs
Scott Black first purchased JPMorgan Chase & Co. (JPM) in Q2 2018, acquiring 21,216 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held JPMorgan Chase & Co. (JPM) for 31 quarters since Q2 2018.
Scott Black's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2018, adding 21,216 shares worth $2.44 M.
According to the latest 13F filing for Q4 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 4,845 shares of JPMorgan Chase & Co. (JPM), valued at approximately $1.56 M.
As of the Q4 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 1.52% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in JPMorgan Chase & Co. (JPM) was 21,216 shares, as reported at the end of Q2 2018.