Destination Wealth Management Jpmorgan Chase & CO Transaction History

Destination Wealth Management

$3 Billion
Q2 2024

A detailed history of Destination Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Destination Wealth Management holds 100 shares of JPM stock, worth $21,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$21,040

Previous $20,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $617B
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 ...

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Destination Wealth Management Jpmorgan Chase & CO Transaction History