HWP
Highline Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
14,578
+595
| +4% | +$172K | 1.25% | 23 |
|
|
2025
Q1 | $3.43M | Buy |
13,983
+884
| +7% | +$217K | 1.15% | 25 |
|
|
2024
Q4 | $3.14M | Buy |
13,099
+25
| +0.2% | +$5.99K | 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% | +$55.4K | 0.57% | 39 |
|
|
2024
Q1 | $1.45M | Buy |
7,235
+149
| +2% | +$29.8K | 0.59% | 36 |
|
|
2023
Q4 | $1.21M | Buy |
7,086
+46
| +0.7% | +$7.83K | 0.58% | 42 |
|
|
2023
Q3 | $1.02M | Buy |
7,040
+46
| +0.7% | +$6.67K | 0.63% | 41 |
|
|
2023
Q2 | $1.02M | Hold |
6,994
| – | – | 0.64% | 44 |
|
|
2023
Q1 | $911K | Buy |
6,994
+836
| +14% | +$109K | 0.62% | 47 |
|
|
2022
Q4 | $826K | Hold |
6,158
| – | – | 0.61% | 48 |
|
|
2022
Q3 | $644K | Buy |
+6,158
| New | +$644K | 0.52% | 48 |
|