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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

High Note Wealth's JPM Position: Q1 2026 in Review

High Note Wealth reduced its JPMorgan Chase (JPM) stake by 0.12% in Q1 2026, selling an estimated $10.9K and leaving 28,854 shares worth $8.49M. The position accounts for 1.67% of the portfolio, ranked #17.

High Note Wealth first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.31M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • High Note Wealth held 28,854 shares of JPMorgan Chase worth $8.49M as of Q1 2026.
  • High Note Wealth sold 36 JPMorgan Chase shares in Q1 2026, an estimated $10.9K.
  • JPMorgan Chase made up 1.67% of High Note Wealth's portfolio in Q1 2026, its #17 holding.
  • High Note Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's JPMorgan Chase position peaked at $9.31M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.