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High Note Wealth’s JPMorgan Chase JPM Stock Holding History

High Note Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.54M Buy
29,150
+296
+1% +$91.9K 1.63% 16
2026
Q1 		$8.49M Sell
28,854
-36
-0.1% -$10.9K 1.67% 17
2025
Q4 		$9.31M Buy
28,890
+226
+0.8% +$70K 1.82% 18
2025
Q3 		$9.04M Buy
28,664
+611
+2% +$182K 1.81% 18
2025
Q2 		$8.13M Buy
28,053
+39
+0.1% +$9.95K 1.86% 18
2025
Q1 		$6.87M Sell
28,014
-31
-0.1% -$7.9K 1.7% 21
2024
Q4 		$6.72M Buy
28,045
+288
+1% +$67.1K 1.75% 18
2024
Q3 		$5.85M Buy
27,757
+209
+0.8% +$44K 1.67% 18
2024
Q2 		$5.57M Buy
27,548
+1,524
+6% +$298K 1.7% 19
2024
Q1 		$5.21M Buy
26,024
+1,414
+6% +$255K 1.7% 18
2023
Q4 		$4.19M Sell
24,610
-472
-2% -$71.5K 1.57% 21
2023
Q3 		$3.64M Buy
25,082
+199
+0.8% +$29.8K 1.5% 21
2023
Q2 		$3.62M Sell
24,883
-1,263
-5% -$174K 1.47% 22
2023
Q1 		$3.41M Sell
26,146
-38
-0.1% -$5.21K 1.4% 22
2022
Q4 		$3.51M Sell
26,184
-190
-0.7% -$24.1K 1.47% 20
2022
Q3 		$3.29M Sell
26,374
-162
-0.6% -$18.6K 1.31% 24
2022
Q2 		$2.99M Buy
26,536
+1,633
+7% +$202K 1.17% 25
2022
Q1 		$3.39M Sell
24,903
-1,206
-5% -$178K 1.2% 23
2021
Q4 		$4.13M Buy
26,109
+448
+2% +$73.6K 1.4% 22
2021
Q3 		$4.2M Buy
25,661
+450
+2% +$70.5K 1.51% 18
2021
Q2 		$3.92M Buy
25,211
+274
+1% +$43K 1.42% 21
2021
Q1 		$3.8M Sell
24,937
-15
-0.1% -$2.16K 1.47% 18
2020
Q4 		$3.17M Buy
+24,952
New +$2.79M 1.35% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

High Note Wealth's JPM Position: Q2 2026 in Review

High Note Wealth increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $91.9K and bringing the position to 29,150 shares worth $9.54M. The position accounts for 1.63% of the portfolio, ranked #16.

High Note Wealth first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • High Note Wealth held 29,150 shares of JPMorgan Chase worth $9.54M as of Q2 2026.
  • High Note Wealth bought 296 JPMorgan Chase shares in Q2 2026, an estimated $91.9K.
  • JPMorgan Chase made up 1.63% of High Note Wealth's portfolio in Q2 2026, its #16 holding.
  • High Note Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.