Highline Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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%	-$17.3K	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	1.16%	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