High Note Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.13M | Buy |
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|
2025
Q1 | $6.87M | Sell |
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|
2024
Q4 | $6.72M | Buy |
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|
2024
Q3 | $5.85M | Buy |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $5.21M | Buy |
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|
2023
Q4 | $4.19M | Sell |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $3.62M | Sell |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.39M | Sell |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $4.2M | Buy |
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|
2021
Q2 | $3.92M | Buy |
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|
2021
Q1 | $3.8M | Sell |
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|
2020
Q4 | $3.17M | Buy |
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