Destination Wealth Management's ownership history for JPM

Destination Wealth Management currently holds 215.8K shares with a market value of $63.5M. It started holding JPM on 2024-09-30. At its peak, it held 238.1K shares on 2024-09-30. Its highest holding value was $68.4M on 2025-12-31. At its lowest, it held 212.4K shares on 2025-12-31, with a value of $50.2M on 2024-09-30. In the recent 180 days, Destination Wealth Management has increased its shares by 323. In the recent year, Destination Wealth Management has decreased its shares by 4.7K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $31.8K on 2024-09-30. At its peak, it held 5 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $31.8K on 2025-12-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $7.5K on 2024-09-30. In the recent 180 days, Destination Wealth Management has increased its holdings by 4 contracts. In the recent year, Destination Wealth Management has increased its holdings by 4 contracts.