Destination Wealth Management Jpmorgan Chase & CO Transaction History

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025

A detailed history of Destination Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Destination Wealth Management holds 215,489 shares of JPM stock, worth $64.7 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
215,489
Previous 100 215389.0%
Holding current value
$64.7 Million
Previous $28,000 242653.57%
% of portfolio
1.94%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$282.78 - $316.06 $193,138 - $215,868
683 Added 0.32%
215,489 $68 Million
Q2 2025

Aug 14, 2025
SELL
$210.28 - $289.91 $1.21 Million - $1.66 Million
-5,739 Reduced 2.6%
214,806 $62.3 Million
Q1 2025

May 15, 2025
SELL
$225.19 - $279.95 $1.99 Million - $2.48 Million
-8,847 Reduced 3.86%
220,545 $54.1 Million
Q4 2024

Feb 06, 2025
SELL
$205.18 - $250.29 $1.79 Million - $2.19 Million
-8,731 Reduced 3.67%
229,392 $55 Million
Q3 2024

Nov 25, 2024
SELL
$194.9 - $224.8 $1.21 Million - $1.39 Million
-6,190 Reduced 2.53%
238,123 $50.2 Million
Q2 2024

Jul 24, 2024
SELL
$180.08 - $204.79 $2.07 Million - $2.35 Million
-11,476 Reduced 4.49%
244,313 $49.4 Million
Q1 2024

May 14, 2024
SELL
$167.09 - $200.3 $1.56 Million - $1.87 Million
-9,343 Reduced 3.52%
255,789 $51.2 Million
Q4 2023

Feb 13, 2024
SELL
$135.69 - $170.3 $291,733 - $366,145
-2,150 Reduced 0.8%
265,132 $45.1 Million
Q3 2023

Nov 14, 2023
SELL
$143.21 - $158.0 $599,620 - $661,546
-4,187 Reduced 1.54%
267,282 $38.8 Million
Q2 2023

Aug 11, 2023
SELL
$127.47 - $145.44 $224,474 - $256,119
-1,761 Reduced 0.64%
271,469 $39.5 Million
Q1 2023

May 05, 2023
SELL
$124.91 - $143.8 $11,991 - $13,804
-96 Reduced 0.04%
273,230 $35.6 Million
Q4 2022

Feb 10, 2023
SELL
$101.96 - $137.84 $411,102 - $555,770
-4,032 Reduced 1.45%
273,326 $36.7 Million
Q3 2022

Nov 10, 2022
BUY
$20.73 - $120.58 $230,538 - $1.34 Million
11,121 Added 4.18%
277,358 $29 Million
Q2 2022

Jul 29, 2022
BUY
$112.61 - $135.91 $821,827 - $991,871
7,298 Added 2.82%
266,237 $30 Million
Q1 2022

May 12, 2022
BUY
$128.3 - $168.44 $12.4 Million - $16.2 Million
96,272 Added 59.18%
258,939 $35.3 Million
Q4 2021

Feb 04, 2022
BUY
$153.94 - $171.78 $352,984 - $393,891
2,293 Added 1.43%
162,667 $25.8 Million
Q3 2021

Oct 25, 2021
SELL
$146.97 - $166.98 $744,696 - $846,087
-5,067 Reduced 3.06%
160,374 $26.3 Million
Q2 2021

Aug 13, 2021
SELL
$147.37 - $166.44 $457,141 - $516,296
-3,102 Reduced 1.84%
165,441 $25.7 Million
Q1 2021

May 05, 2021
SELL
$125.65 - $157.65 $287,487 - $360,703
-2,288 Reduced 1.34%
168,543 $25.7 Million
Q4 2020

Feb 11, 2021
BUY
$96.54 - $127.07 $277,842 - $365,707
2,878 Added 1.71%
170,831 $21.7 Million
Q3 2020

Nov 12, 2020
BUY
$91.28 - $103.82 $163,482 - $185,941
1,791 Added 1.08%
167,953 $16.2 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $13.4 Million - $18.1 Million
159,307 Added 2323.95%
166,162 $15.6 Million
Q1 2020

May 13, 2020
SELL
$79.03 - $141.09 $93,729 - $167,332
-1,186 Reduced 14.75%
6,855 $617,000
Q4 2019

Feb 12, 2020
BUY
$111.82 - $139.4 $249,246 - $310,722
2,229 Added 38.35%
8,041 $1.12 Million
Q3 2019

Nov 13, 2019
SELL
$104.8 - $120.23 $290,400 - $333,157
-2,771 Reduced 32.28%
5,812 $684,000
Q2 2019

Jul 19, 2019
BUY
$104.64 - $116.12 $202,059 - $224,227
1,931 Added 29.03%
8,583 $960,000
Q1 2019

May 01, 2019
BUY
$97.11 - $107.19 $11,264 - $12,434
116 Added 1.77%
6,652 $673,000
Q4 2018

Feb 05, 2019
SELL
$92.14 - $115.32 $42,292 - $52,931
-459 Reduced 6.56%
6,536 $638,000
Q3 2018

Nov 07, 2018
BUY
$103.61 - $118.63 $35,538 - $40,690
343 Added 5.16%
6,995 $789,000
Q2 2018

Jul 31, 2018
SELL
$103.24 - $114.29 $576,698 - $638,423
-5,586 Reduced 45.64%
6,652 $693,000
Q1 2018

Apr 05, 2018
BUY
$107.01 - $118.77 $201,820 - $224,000
1,886 Added 18.22%
12,238 $1.35 Million
Q4 2017

Feb 09, 2018
BUY
$95.86 - $107.83 $63,842 - $71,814
666 Added 6.88%
10,352 $1.11 Million
Q3 2017

Nov 09, 2017
SELL
$88.42 - $95.51 $742,816 - $802,379
-8,401 Reduced 46.45%
9,686 $925,000
Q2 2017

Aug 11, 2017
BUY
N/A
18,087
18,087 $1.65 Million

Others Institutions Holding JPM

# of Institutions
5,434
Shares Held
1.96B
Call Options Held
27.7M
Put Options Held
31.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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