A detailed history of Destiny Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 1,946 shares of JPM stock, worth $431,019. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,946
Previous 1,851 5.13%
Holding current value
$431,019
Previous $374,000 9.63%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$194.9 - $224.8 $18,515 - $21,356
95 Added 5.13%
1,946 $410,000
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $2,160 - $2,457
-12 Reduced 0.64%
1,851 $374,000
Q1 2024

Apr 09, 2024

SELL
$167.09 - $200.3 $57,144 - $68,502
-342 Reduced 15.51%
1,863 $373,000
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $315,778 - $348,390
2,205 New
2,205 $319,000
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $31,811 - $43,006
312 Added 7.6%
4,416 $0
Q3 2022

Oct 25, 2022

SELL
$20.73 - $120.58 $1,451 - $8,440
-70 Reduced 1.68%
4,104 $429,000
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $10,923 - $13,183
97 Added 2.38%
4,174 $470,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $5,901 - $7,748
46 Added 1.14%
4,077 $556,000
Q3 2021

Oct 28, 2021

SELL
$146.97 - $166.98 $258,961 - $294,218
-1,762 Reduced 30.42%
4,031 $660,000
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $251,707 - $284,279
1,708 Added 41.81%
5,793 $901,000
Q1 2021

Apr 22, 2021

BUY
$125.65 - $157.65 $6,785 - $8,513
54 Added 1.34%
4,085 $622,000
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $389,152 - $512,219
4,031 New
4,031 $512,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $650B
  • 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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