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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3M | Sell |
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|
2025
Q1 | $54.1M | Sell |
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|
2024
Q4 | $55M | Sell |
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|
2024
Q3 | $50.2M | Sell |
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|
2024
Q2 | $49.4M | Sell |
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|
2024
Q1 | $51.2M | Sell |
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|
2023
Q4 | $45.1M | Sell |
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|
2023
Q3 | $38.8M | Sell |
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|
2023
Q2 | $39.5M | Sell |
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|
2023
Q1 | $35.6M | Sell |
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|
2022
Q4 | $36.7M | Sell |
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|
2022
Q3 | $29M | Buy |
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|
2022
Q2 | $30M | Buy |
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|
2022
Q1 | $35.3M | Buy |
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|
2021
Q4 | $25.8M | Buy |
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|
2021
Q3 | $26.3M | Sell |
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|
2021
Q2 | $25.7M | Sell |
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|
2021
Q1 | $25.7M | Sell |
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|
2020
Q4 | $21.7M | Buy |
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|
2020
Q3 | $16.2M | Buy |
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|
2020
Q2 | $15.6M | Buy |
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|
2020
Q1 | $617K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $684K | Sell |
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|
2019
Q2 | $960K | Buy |
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|
2019
Q1 | $673K | Buy |
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|
2018
Q4 | $638K | Sell |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $693K | Sell |
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|
2018
Q1 | $1.35M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $925K | Sell |
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|
2017
Q2 | $1.65M | Sell |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $301K | Buy |
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|
2016
Q1 | $282K | Hold |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.48M | Buy |
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