Destination Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.5M | Buy |
215,812
+3,397
| +2% | +$1.03M | 1.65% | 21 |
|
|
2025
Q4 | $68.4M | Sell |
212,415
-3,074
| -1% | -$952K | 1.79% | 18 |
|
|
2025
Q3 | $68M | Buy |
215,489
+683
| +0.3% | +$203K | 1.87% | 17 |
|
|
2025
Q2 | $62.3M | Sell |
214,806
-5,739
| -3% | -$1.46M | 1.83% | 20 |
|
|
2025
Q1 | $54.1M | Sell |
220,545
-8,847
| -4% | -$2.26M | 1.7% | 19 |
|
|
2024
Q4 | $55M | Sell |
229,392
-8,731
| -4% | -$2.03M | 1.72% | 21 |
|
|
2024
Q3 | $50.2M | Sell |
238,123
-6,190
| -3% | -$1.3M | 1.56% | 23 |
|
|
2024
Q2 | $49.4M | Sell |
244,313
-11,476
| -4% | -$2.24M | 1.63% | 20 |
|
|
2024
Q1 | $51.2M | Sell |
255,789
-9,343
| -4% | -$1.69M | 1.7% | 22 |
|
|
2023
Q4 | $45.1M | Sell |
265,132
-2,150
| -0.8% | -$326K | 1.56% | 24 |
|
|
2023
Q3 | $38.8M | Sell |
267,282
-4,187
| -2% | -$628K | 1.51% | 23 |
|
|
2023
Q2 | $39.5M | Sell |
271,469
-1,761
| -0.6% | -$242K | 1.47% | 23 |
|
|
2023
Q1 | $35.6M | Sell |
273,230
-96
| -0% | -$13.2K | 1.35% | 25 |
|
|
2022
Q4 | $36.7M | Sell |
273,326
-4,032
| -1% | -$511K | 1.46% | 23 |
|
|
2022
Q3 | $29M | Buy |
277,358
+11,121
| +4% | +$1.28M | 1.22% | 28 |
|
|
2022
Q2 | $30M | Buy |
266,237
+7,298
| +3% | +$904K | 1.21% | 27 |
|
|
2022
Q1 | $35.3M | Buy |
258,939
+96,272
| +59% | +$14.2M | 1.31% | 25 |
|
|
2021
Q4 | $25.8M | Buy |
162,667
+2,293
| +1% | +$377K | 0.91% | 36 |
|
|
2021
Q3 | $26.3M | Sell |
160,374
-5,067
| -3% | -$794K | 1.02% | 30 |
|
|
2021
Q2 | $25.7M | Sell |
165,441
-3,102
| -2% | -$487K | 0.99% | 33 |
|
|
2021
Q1 | $25.7M | Sell |
168,543
-2,288
| -1% | -$329K | 1.06% | 30 |
|
|
2020
Q4 | $21.7M | Buy |
170,831
+2,878
| +2% | +$322K | 0.94% | 36 |
|
|
2020
Q3 | $16.2M | Buy |
167,953
+1,791
| +1% | +$176K | 0.82% | 44 |
|
|
2020
Q2 | $15.6M | Buy |
166,162
+159,307
| +2,324% | +$15.1M | 0.85% | 45 |
|
|
2020
Q1 | $617K | Sell |
6,855
-1,186
| -15% | -$144K | 0.04% | 114 |
|
|
2019
Q4 | $1.12M | Buy |
8,041
+2,229
| +38% | +$286K | 0.06% | 92 |
|
|
2019
Q3 | $684K | Sell |
5,812
-2,771
| -32% | -$313K | 0.04% | 99 |
|
|
2019
Q2 | $960K | Buy |
8,583
+1,931
| +29% | +$213K | 0.05% | 94 |
|
|
2019
Q1 | $673K | Buy |
6,652
+116
| +2% | +$11.9K | 0.04% | 108 |
|
|
2018
Q4 | $638K | Sell |
6,536
-459
| -7% | -$48.9K | 0.04% | 101 |
|
|
2018
Q3 | $789K | Buy |
6,995
+343
| +5% | +$38.9K | 0.04% | 105 |
|
|
2018
Q2 | $693K | Sell |
6,652
-5,586
| -46% | -$613K | 0.04% | 101 |
|
|
2018
Q1 | $1.35M | Buy |
12,238
+1,886
| +18% | +$214K | 0.08% | 89 |
|
|
2017
Q4 | $1.11M | Buy |
10,352
+666
| +7% | +$67.4K | 0.07% | 90 |
|
|
2017
Q3 | $925K | Sell |
9,686
-8,401
| -46% | -$775K | 0.06% | 96 |
|
|
2017
Q2 | $1.65M | Sell |
18,087
-1,747
| -9% | -$151K | 0.11% | 86 |
|
|
2017
Q1 | $1.74M | Buy |
19,834
+100
| +0.5% | +$8.82K | 0.12% | 81 |
|
|
2016
Q4 | $1.7M | Buy |
19,734
+1,877
| +11% | +$143K | 0.13% | 79 |
|
|
2016
Q3 | $1.19M | Buy |
17,857
+13,016
| +269% | +$849K | 0.09% | 79 |
|
|
2016
Q2 | $301K | Buy |
4,841
+568
| +13% | +$35.5K | 0.02% | 121 |
|
|
2016
Q1 | $282K | Hold |
4,273
| – | – | 0.03% | 113 |
|
|
2015
Q4 | $282K | Buy |
+4,273
| New | +$278K | 0.03% | 113 |
|
|
2015
Q3 | – | Sell |
-21,812
| Closed | -$1.48M | – | 171 |
|
|
2015
Q2 | $1.48M | Buy |
+21,812
| New | +$1.42M | 0.1% | 118 |
|
Other funds holding JPM
VCM
VPM
Destination Wealth Management's JPM Position: Q1 2026 in Review
Destination Wealth Management increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $1.03M and bringing the position to 215,812 shares worth $63.5M. The position accounts for 1.65% of the portfolio, ranked #21.
Destination Wealth Management first reported a position in JPM in Q2 2015 and has held it in 43 quarters since. The position peaked at $68.4M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Destination Wealth Management held 215,812 shares of JPMorgan Chase worth $63.5M as of Q1 2026.
- Destination Wealth Management bought 3,397 JPMorgan Chase shares in Q1 2026, an estimated $1.03M.
- JPMorgan Chase made up 1.65% of Destination Wealth Management's portfolio in Q1 2026, its #21 holding.
- Destination Wealth Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 43 quarters since.
- Destination Wealth Management's JPMorgan Chase position peaked at $68.4M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.