DWP
Destiny Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,099
+2,052
| +100% | +$595K | 0.16% | 80 |
|
|
2025
Q1 | $502K | Sell |
2,047
-15
| -0.7% | -$3.68K | 0.08% | 109 |
|
|
2024
Q4 | $494K | Buy |
2,062
+116
| +6% | +$27.8K | 0.08% | 111 |
|
|
2024
Q3 | $410K | Buy |
1,946
+95
| +5% | +$20K | 0.07% | 115 |
|
|
2024
Q2 | $374K | Sell |
1,851
-12
| -0.6% | -$2.43K | 0.07% | 114 |
|
|
2024
Q1 | $373K | Sell |
1,863
-342
| -16% | -$68.5K | 0.07% | 110 |
|
|
2023
Q4 | $378K | Hold |
2,205
| – | – | 0.07% | 114 |
|
|
2023
Q3 | $320K | Buy |
+2,205
| New | +$320K | 0.06% | 128 |
|
|
2023
Q1 | – | Sell |
-4,416
| Closed | -$592K | – | 418 |
|
|
2022
Q4 | $592K | Buy |
4,416
+312
| +8% | +$41.8K | 0.13% | 90 |
|
|
2022
Q3 | $429K | Sell |
4,104
-70
| -2% | -$7.32K | 0.1% | 103 |
|
|
2022
Q2 | $470K | Buy |
4,174
+97
| +2% | +$10.9K | 0.1% | 94 |
|
|
2022
Q1 | $556K | Buy |
4,077
+46
| +1% | +$6.27K | 0.11% | 95 |
|
|
2021
Q4 | $638K | Hold |
4,031
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $660K | Sell |
4,031
-1,762
| -30% | -$288K | 0.13% | 93 |
|
|
2021
Q2 | $901K | Buy |
5,793
+1,708
| +42% | +$266K | 0.17% | 90 |
|
|
2021
Q1 | $622K | Buy |
4,085
+54
| +1% | +$8.22K | 0.13% | 91 |
|
|
2020
Q4 | $512K | Buy |
+4,031
| New | +$512K | 0.11% | 100 |
|