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Destination Wealth Management’s JPMorgan Chase JPM Stock Holding History

Destination Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$31.8K – 343
2025
Q4 		$31.8K Hold
500
– – ﹤0.01% 296
2025
Q3 		$29.1K Buy
500
+400
+400% +$119K ﹤0.01% 269
2025
Q2 		$15K Hold
100
– – ﹤0.01% 263
2025
Q1 		$10.6K Hold
100
– – ﹤0.01% 245
2024
Q4 		$10.2K Hold
100
– – ﹤0.01% 239
2024
Q3 		$7.45K Hold
100
– – ﹤0.01% 230
2024
Q2 		$6.99K Hold
100
– – ﹤0.01% 208
2024
Q1 		$6.84K Hold
100
– – ﹤0.01% 213
2023
Q4 		$4.18K Hold
100
– – ﹤0.01% 210
2023
Q3 		$2.72K Hold
100
– – ﹤0.01% 204
2023
Q2 		$2.61K Buy
+100
New +$13.8K ﹤0.01% 207

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Destination Wealth Management's JPM Position: Q2 2026 in Review

Destination Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.44% in Q2 2026, selling an estimated $297K and leaving 214,857 shares worth $70.3M. The position accounts for 1.64% of the portfolio, ranked #21.

Destination Wealth Management first reported a position in JPM in Q2 2015 and has held it in 44 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Destination Wealth Management held 214,857 shares of JPMorgan Chase worth $70.3M as of Q2 2026.
  • Destination Wealth Management sold 955 JPMorgan Chase shares in Q2 2026, an estimated $297K.
  • JPMorgan Chase made up 1.64% of Destination Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Destination Wealth Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 44 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.