DWM
Destination Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3M | Sell |
214,806
-5,739
| -3% | -$1.66M | 1.83% | 20 |
|
|
2025
Q1 | $54.1M | Sell |
220,545
-8,847
| -4% | -$2.17M | 1.7% | 19 |
|
|
2024
Q4 | $55M | Sell |
229,392
-8,731
| -4% | -$2.09M | 1.72% | 21 |
|
|
2024
Q3 | $50.2M | Sell |
238,123
-6,190
| -3% | -$1.31M | 1.56% | 23 |
|
|
2024
Q2 | $49.4M | Sell |
244,313
-11,476
| -4% | -$2.32M | 1.63% | 20 |
|
|
2024
Q1 | $51.2M | Sell |
255,789
-9,343
| -4% | -$1.87M | 1.7% | 22 |
|
|
2023
Q4 | $45.1M | Sell |
265,132
-2,150
| -0.8% | -$366K | 1.56% | 24 |
|
|
2023
Q3 | $38.8M | Sell |
267,282
-4,187
| -2% | -$607K | 1.51% | 23 |
|
|
2023
Q2 | $39.5M | Sell |
271,469
-1,761
| -0.6% | -$256K | 1.47% | 23 |
|
|
2023
Q1 | $35.6M | Sell |
273,230
-96
| -0% | -$12.5K | 1.35% | 25 |
|
|
2022
Q4 | $36.7M | Sell |
273,326
-4,032
| -1% | -$541K | 1.46% | 23 |
|
|
2022
Q3 | $29M | Buy |
277,358
+11,121
| +4% | +$1.16M | 1.22% | 28 |
|
|
2022
Q2 | $30M | Buy |
266,237
+7,298
| +3% | +$822K | 1.21% | 27 |
|
|
2022
Q1 | $35.3M | Buy |
258,939
+96,272
| +59% | +$13.1M | 1.31% | 25 |
|
|
2021
Q4 | $25.8M | Buy |
162,667
+2,293
| +1% | +$363K | 0.91% | 36 |
|
|
2021
Q3 | $26.3M | Sell |
160,374
-5,067
| -3% | -$829K | 1.02% | 30 |
|
|
2021
Q2 | $25.7M | Sell |
165,441
-3,102
| -2% | -$482K | 0.99% | 33 |
|
|
2021
Q1 | $25.7M | Sell |
168,543
-2,288
| -1% | -$348K | 1.06% | 30 |
|
|
2020
Q4 | $21.7M | Buy |
170,831
+2,878
| +2% | +$366K | 0.94% | 36 |
|
|
2020
Q3 | $16.2M | Buy |
167,953
+1,791
| +1% | +$172K | 0.82% | 44 |
|
|
2020
Q2 | $15.6M | Buy |
166,162
+159,307
| +2,324% | +$15M | 0.85% | 45 |
|
|
2020
Q1 | $617K | Sell |
6,855
-1,186
| -15% | -$107K | 0.04% | 114 |
|
|
2019
Q4 | $1.12M | Buy |
8,041
+2,229
| +38% | +$311K | 0.06% | 92 |
|
|
2019
Q3 | $684K | Sell |
5,812
-2,771
| -32% | -$326K | 0.04% | 99 |
|
|
2019
Q2 | $960K | Buy |
8,583
+1,931
| +29% | +$216K | 0.05% | 94 |
|
|
2019
Q1 | $673K | Buy |
6,652
+116
| +2% | +$11.7K | 0.04% | 108 |
|
|
2018
Q4 | $638K | Sell |
6,536
-459
| -7% | -$44.8K | 0.04% | 101 |
|
|
2018
Q3 | $789K | Buy |
6,995
+343
| +5% | +$38.7K | 0.04% | 105 |
|
|
2018
Q2 | $693K | Sell |
6,652
-5,586
| -46% | -$582K | 0.04% | 101 |
|
|
2018
Q1 | $1.35M | Buy |
12,238
+1,886
| +18% | +$207K | 0.08% | 89 |
|
|
2017
Q4 | $1.11M | Buy |
10,352
+666
| +7% | +$71.2K | 0.07% | 90 |
|
|
2017
Q3 | $925K | Sell |
9,686
-8,401
| -46% | -$802K | 0.06% | 96 |
|
|
2017
Q2 | $1.65M | Sell |
18,087
-1,747
| -9% | -$160K | 0.11% | 86 |
|
|
2017
Q1 | $1.74M | Buy |
19,834
+100
| +0.5% | +$8.78K | 0.12% | 81 |
|
|
2016
Q4 | $1.7M | Buy |
19,734
+1,877
| +11% | +$162K | 0.13% | 79 |
|
|
2016
Q3 | $1.19M | Buy |
17,857
+13,016
| +269% | +$867K | 0.09% | 79 |
|
|
2016
Q2 | $301K | Buy |
4,841
+568
| +13% | +$35.3K | 0.02% | 121 |
|
|
2016
Q1 | $282K | Hold |
4,273
| – | – | 0.03% | 113 |
|
|
2015
Q4 | $282K | Buy |
+4,273
| New | +$282K | 0.03% | 113 |
|
|
2015
Q3 | – | Sell |
-21,812
| Closed | -$1.48M | – | 171 |
|
|
2015
Q2 | $1.48M | Buy |
+21,812
| New | +$1.48M | 0.1% | 118 |
|