Position history for Dynasty Wealth Management, LLC's holdings in JPMORGAN CHASE & CO
Dynasty Wealth Management, LLC holds 29,691 shares of JPM (JPMORGAN CHASE & CO), worth $8.7M as of 2026-Q1. The position was decreased (-5.4% shares). JPM represents 0.1% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$8.7M
Current Shares
29,691
Total Value Change
+$4M
Total Shares Change
+6,306
Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.
Decreased |
| 29,691 |
-5.4% |
| $8.7M |
| 0.1% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 31,385 | +9.5% | $10.1M | 0.1% | $321.97 | 30 |
| 2025-Q3 | New | 28,657 | - | $9M | 0.1% | $312.75 | 46 |
| 2025-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $283.07 | 0 |
| 2025-Q1 | Decreased | 21,392 | -9.4% | $5.2M | 0.1% | $237.97 | 0 |
| 2024-Q4 | Decreased | 23,602 | -1.6% | $5.7M | 0.1% | $233.31 | 0 |
| 2024-Q3 | Increased | 23,996 | +2.6% | $5.1M | 0.2% | $203.96 | 33 |
| 2024-Q2 | Increased | 23,385 | +5.0% | $4.7M | 0.1% | $194.90 | 34 |