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Destiny Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Destiny Wealth Partners’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
Q2 		$711K Sell
2,022
-15,364
-88% -$4.77M 0.1% 77
2026
Q1 		$5.11M Buy
17,386
+13,202
+316% +$4.01M 0.56% 51
2025
Q4 		$1.26M Hold
4,184
– – 0.14% 81
2025
Q3 		$1.32M Buy
4,184
+85
+2% +$25.3K 0.16% 80
2025
Q2 		$1.19M Buy
4,099
+2,052
+100% +$524K 0.16% 80
2025
Q1 		$502K Sell
2,047
-15
-0.7% -$3.82K 0.08% 109
2024
Q4 		$494K Buy
2,062
+116
+6% +$27K 0.08% 111
2024
Q3 		$410K Buy
1,946
+95
+5% +$20K 0.07% 115
2024
Q2 		$374K Sell
1,851
-12
-0.6% -$2.35K 0.07% 114
2024
Q1 		$373K Sell
1,863
-342
-16% -$61.7K 0.07% 110
2023
Q4 		$378K Hold
2,205
– – 0.07% 114
2023
Q3 		$320K Buy
+2,205
New +$331K 0.06% 128
2023
Q1 		– Sell
-4,416
Closed -$592K – 418
2022
Q4 		$592K Buy
4,416
+312
+8% +$39.5K 0.13% 90
2022
Q3 		$429K Sell
4,104
-70
-2% -$8.03K 0.1% 103
2022
Q2 		$470K Buy
4,174
+97
+2% +$12K 0.1% 94
2022
Q1 		$556K Buy
4,077
+46
+1% +$6.79K 0.11% 95
2021
Q4 		$638K Hold
4,031
– – 0.12% 98
2021
Q3 		$660K Sell
4,031
-1,762
-30% -$276K 0.13% 93
2021
Q2 		$901K Buy
5,793
+1,708
+42% +$268K 0.17% 90
2021
Q1 		$622K Buy
4,085
+54
+1% +$7.77K 0.13% 91
2020
Q4 		$512K Buy
+4,031
New +$451K 0.11% 100

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 $3.38T AUM 44.17% 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

Destiny Wealth Partners's JPM Position: Q2 2026 in Review

Destiny Wealth Partners reduced its JPMorgan Chase (JPM) stake by 88% in Q2 2026, selling an estimated $4.77M and leaving 2,022 shares worth $711K. The position accounts for 0.1% of the portfolio, ranked #77.

Destiny Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.11M in Q1 2026. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Destiny Wealth Partners held 2,022 shares of JPMorgan Chase worth $711K as of Q2 2026.
  • Destiny Wealth Partners sold 15,364 JPMorgan Chase shares in Q2 2026, an estimated $4.77M.
  • JPMorgan Chase made up 0.1% of Destiny Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Destiny Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Destiny Wealth Partners's JPMorgan Chase position peaked at $5.11M in Q1 2026.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.