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Disclosery

Destination Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Destination Wealth Management held 214,857 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,857 shares
    Change vs previous 13F -955 shares

    1.64% of the 13F portfolio, value $70,329,132.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 215,812 shares
    Change vs previous 13F +3,397 shares

    1.65% of the 13F portfolio, value $63,483,201.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 212,415 shares
    Change vs previous 13F -3,074 shares

    1.79% of the 13F portfolio, value $68,444,448.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 215,489 shares
    Change vs previous 13F +683 shares

    1.87% of the 13F portfolio, value $67,971,807.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 214,806 shares
    Change vs previous 13F -5,739 shares

    1.83% of the 13F portfolio, value $62,274,403.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 220,545 shares
    Change vs previous 13F -8,847 shares

    1.7% of the 13F portfolio, value $54,099,805.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 229,392 shares
    Change vs previous 13F -8,731 shares

    1.72% of the 13F portfolio, value $54,987,588.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 238,123 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $50,210,633.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).