Destination Wealth Management / JPM
Destination Wealth Management’s Jpmorgan Chase & Co Position
Does Destination Wealth Management own Jpmorgan Chase & Co (JPM)? Yes — 215.8K shares worth $63M (+1.65% of its 13F portfolio) as of Q1 2026, up from 212.4K shares the prior filed quarter.
Position Value
$63M
Q1 2026
Shares
215.8K
% of Portfolio
+1.65%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 215.8K | $63M | +1.65% |
| Q4 2025 | 212.4K | $68M | +1.79% |
| Q3 2025 | 215.5K | $68M | +1.87% |
| Q2 2025 | 214.8K | $62M | +1.83% |
| Q1 2025 | 220.5K | $54M | +1.70% |
| Q4 2024 | 229.4K | $55M | +1.72% |
| Q3 2024 | 238.1K | $50M | +1.56% |
| Q2 2024 | 244.3K | $49M | +1.63% |
| Q1 2024 | 255.8K | $51M | +1.70% |
| Q4 2023 | 265.1K | $45M | +1.56% |
| Q3 2023 | 267.3K | $39M | +1.51% |
| Q2 2023 | 271.5K | $39M | +1.47% |
| Q1 2023 | 273.2K | $36M | +1.35% |
| Q4 2022 | 273.3K | $37M | +1.46% |
| Q3 2022 | 277.4K | $29M | +1.22% |
| Q2 2022 | 266.2K | $30M | +1.21% |
| Q1 2022 | 258.9K | $35M | +1.31% |
| Q4 2021 | 162.7K | $26M | +0.91% |
| Q3 2021 | 160.4K | $26M | +1.02% |
| Q2 2021 | 165.4K | $26M | +0.99% |
| Q1 2021 | 168.5K | $26M | +1.06% |
| Q4 2020 | 170.8K | $22M | +0.94% |
| Q3 2020 | 168.0K | $16M | +0.82% |
| Q2 2020 | 166.2K | $16M | +0.85% |
| Q1 2020 | 6.9K | $617,000 | +0.04% |
| Q4 2019 | 8.0K | $1M | +0.06% |
| Q3 2019 | 5.8K | $684,000 | +0.04% |
| Q2 2019 | 8.6K | $960,000 | +0.05% |
| Q1 2019 | 6.7K | $673,000 | +0.04% |
| Q4 2018 | 6.5K | $638,000 | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Destination Wealth Management’s full portfolio or all institutional holders of JPM.