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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 5,053 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.
5,053 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.