HNW
High Note Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.13M | Buy |
28,053
+39
| +0.1% | +$11.3K | 1.86% | 18 |
|
|
2025
Q1 | $6.87M | Sell |
28,014
-31
| -0.1% | -$7.6K | 1.7% | 21 |
|
|
2024
Q4 | $6.72M | Buy |
28,045
+288
| +1% | +$69K | 1.75% | 18 |
|
|
2024
Q3 | $5.85M | Buy |
27,757
+209
| +0.8% | +$44.1K | 1.67% | 18 |
|
|
2024
Q2 | $5.57M | Buy |
27,548
+1,524
| +6% | +$308K | 1.7% | 19 |
|
|
2024
Q1 | $5.21M | Buy |
26,024
+1,414
| +6% | +$283K | 1.7% | 18 |
|
|
2023
Q4 | $4.19M | Sell |
24,610
-472
| -2% | -$80.3K | 1.57% | 21 |
|
|
2023
Q3 | $3.64M | Buy |
25,082
+199
| +0.8% | +$28.9K | 1.5% | 21 |
|
|
2023
Q2 | $3.62M | Sell |
24,883
-1,263
| -5% | -$184K | 1.47% | 22 |
|
|
2023
Q1 | $3.41M | Sell |
26,146
-38
| -0.1% | -$4.95K | 1.4% | 22 |
|
|
2022
Q4 | $3.51M | Sell |
26,184
-190
| -0.7% | -$25.5K | 1.47% | 20 |
|
|
2022
Q3 | $3.29M | Sell |
26,374
-162
| -0.6% | -$20.2K | 1.31% | 24 |
|
|
2022
Q2 | $2.99M | Buy |
26,536
+1,633
| +7% | +$184K | 1.17% | 25 |
|
|
2022
Q1 | $3.39M | Sell |
24,903
-1,206
| -5% | -$164K | 1.2% | 23 |
|
|
2021
Q4 | $4.14M | Buy |
26,109
+448
| +2% | +$71K | 1.4% | 22 |
|
|
2021
Q3 | $4.2M | Buy |
25,661
+450
| +2% | +$73.7K | 1.51% | 18 |
|
|
2021
Q2 | $3.92M | Buy |
25,211
+274
| +1% | +$42.6K | 1.42% | 21 |
|
|
2021
Q1 | $3.8M | Sell |
24,937
-15
| -0.1% | -$2.28K | 1.47% | 18 |
|
|
2020
Q4 | $3.17M | Buy |
+24,952
| New | +$3.17M | 1.35% | 22 |
|