Highline Wealth Partners
JPM icon

Highline Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Highline Wealth Partners’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
Q3 		$6.98M Buy
21,107
+1,901
+10% +$665K 1.33% 20
2026
Q2 		$6.29M Buy
19,206
+61
+0.3% +$18.9K 1.28% 21
2026
Q1 		$5.63M Buy
19,145
+667
+4% +$202K 1.44% 21
2025
Q4 		$5.95M Buy
18,478
+3,958
+27% +$1.23M 1.67% 20
2025
Q3 		$4.58M Sell
14,520
-58
-0.4% -$17.2K 1.23% 25
2025
Q2 		$4.23M Buy
14,578
+595
+4% +$152K 1.25% 23
2025
Q1 		$3.43M Buy
13,983
+884
+7% +$225K 1.15% 25
2024
Q4 		$3.14M Buy
13,099
+25
+0.2% +$5.82K 1.03% 30
2024
Q3 		$2.76M Buy
13,074
+5,565
+74% +$1.17M 0.92% 28
2024
Q2 		$1.52M Buy
7,509
+274
+4% +$53.6K 0.57% 39
2024
Q1 		$1.45M Buy
7,235
+149
+2% +$26.9K 0.59% 36
2023
Q4 		$1.21M Buy
7,086
+46
+0.7% +$6.97K 0.58% 42
2023
Q3 		$1.02M Buy
7,040
+46
+0.7% +$6.9K 0.63% 41
2023
Q2 		$1.02M Hold
6,994
– – 0.64% 44
2023
Q1 		$911K Buy
6,994
+836
+14% +$115K 0.62% 47
2022
Q4 		$826K Hold
6,158
– – 0.61% 48
2022
Q3 		$644K Buy
+6,158
New +$707K 0.52% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Highline Wealth Partners's JPM Position: Q3 2026 in Review

Highline Wealth Partners increased its JPMorgan Chase (JPM) stake by 9.9% in Q3 2026, buying an estimated $665K and bringing the position to 21,107 shares worth $6.98M. The position accounts for 1.33% of the portfolio, ranked #20.

Highline Wealth Partners first reported a position in JPM in Q3 2022 and has held it in 17 quarters since. 2,105 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Highline Wealth Partners held 21,107 shares of JPMorgan Chase worth $6.98M as of Q3 2026.
  • Highline Wealth Partners bought 1,901 JPMorgan Chase shares in Q3 2026, an estimated $665K.
  • JPMorgan Chase made up 1.33% of Highline Wealth Partners's portfolio in Q3 2026, its #20 holding.
  • Highline Wealth Partners first reported a position in JPMorgan Chase in Q3 2022 and has held it in 17 quarters since.
  • 2,105 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.