Destiny Wealth Partners’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
Q3 | $1.32M | Buy |
|
|||||
|
2025
Q2 | $1.19M | Buy |
|
|||||
|
2025
Q1 | $502K | Sell |
|
|||||
|
2024
Q4 | $494K | Buy |
|
|||||
|
2024
Q3 | $410K | Buy |
|
|||||
|
2024
Q2 | $374K | Sell |
|
|||||
|
2024
Q1 | $373K | Sell |
|
|||||
|
2023
Q4 | $378K | Hold |
|
|||||
|
2023
Q3 | $320K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $592K | Buy |
|
|||||
|
2022
Q3 | $429K | Sell |
|
|||||
|
2022
Q2 | $470K | Buy |
|
|||||
|
2022
Q1 | $556K | Buy |
|
|||||
|
2021
Q4 | $638K | Hold |
|
|||||
|
2021
Q3 | $660K | Sell |
|
|||||
|
2021
Q2 | $901K | Buy |
|
|||||
|
2021
Q1 | $622K | Buy |
|
|||||
|
2020
Q4 | $512K | Buy |
|