Destination Wealth Management's ownership history for JPM

Destination Wealth Management currently holds 215.5K shares with a market value of $68.0M. 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 $68.0M on 2025-09-30. At its lowest, it held 214.8K shares on 2025-06-30, with a value of $50.2M on 2024-09-30. In the recent 180 days, Destination Wealth Management has decreased its shares by 5.1K. In the recent year, Destination Wealth Management has decreased its shares by 22.6K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $29.1K 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 $29.1K on 2025-09-30. 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.