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JPMJPM
15 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in JPMORGAN CHASE & CO

Dynasty Wealth Management, LLC holds 29,047 shares of JPM (JPMORGAN CHASE & CO), worth $9.5M as of 2026-Q2. The position was decreased (-2.2% shares). JPM represents 0.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$9.5M

Current Shares

29,047

Total Value Change

+$8.3M

Total Shares Change

+17,881

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
29,047
-2.2%
$9.5M0.1%$325.86
0
2026-Q1
Decreased
29,691
-5.4%
$8.7M0.1%$300.26
0
2025-Q4
Increased
31,385
+9.5%
$10.1M0.1%$321.97
30
2025-Q3
New
28,657
-
$9M0.1%$312.75
46
2025-Q2
Exited
0
-100.0%
$00.0%$283.07
0
2025-Q1
Decreased
21,392
-9.4%
$5.2M0.1%$237.97
0
2024-Q4
Decreased
23,602
-1.6%
$5.7M0.1%$233.31
0
2024-Q3
Increased
23,996
+2.6%
$5.1M0.2%$203.96
33
2024-Q2
Increased
23,385
+5.0%
$4.7M0.1%$194.90
34
2024-Q1
New
22,261
-
$4.5M0.1%$191.89
44
2018-Q4
Exited
0
-100.0%
$00.0%$79.22
0
2018-Q3
Increased
12,480
+81.2%
$1.4M1.8%$91.68
62
2018-Q2
Decreased
6,889
-6.3%
$718,0001.5%$84.20
0
2018-Q1
Decreased
7,356
-34.1%
$809,0000.3%$88.41
0
2017-Q4
New
11,166
-
$1.2M2.1%$85.53
65

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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