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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Destiny Wealth Partners's JPM Position: Q1 2026 in Review

Destiny Wealth Partners increased its JPMorgan Chase (JPM) stake by 316% in Q1 2026, buying an estimated $4.01M and bringing the position to 17,386 shares worth $5.11M. The position accounts for 0.56% of the portfolio, ranked #51.

Destiny Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Destiny Wealth Partners held 17,386 shares of JPMorgan Chase worth $5.11M as of Q1 2026.
  • Destiny Wealth Partners bought 13,202 JPMorgan Chase shares in Q1 2026, an estimated $4.01M.
  • JPMorgan Chase made up 0.56% of Destiny Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Destiny Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.