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HighMark Wealth Management’s JPMorgan Chase JPM Stock Holding History

HighMark Wealth Management’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
Q2 		$9.82K Buy
+30
New +$9.32K ﹤0.01% 319
2026
Q1 		– Sell
-15
Closed -$4.87K – 578
2025
Q4 		$4.87K Buy
15
+14
+1,400% +$4.33K ﹤0.01% 407
2025
Q3 		$315 Hold
1
– – ﹤0.01% 570
2025
Q2 		$304 Buy
+1
New +$255 ﹤0.01% 574
2025
Q1 		– Hold
0
– – – 572
2024
Q4 		– Sell
-25
Closed -$5.82K – 571
2024
Q3 		$5.27K Buy
+25
New +$5.27K ﹤0.01% 396
2024
Q1 		– Sell
-61
Closed -$11K – 471
2023
Q4 		$10.3K Buy
61
+1
+2% +$152 0.01% 260
2023
Q3 		$8.76K Sell
60
-49
-45% -$7.34K 0.01% 272
2023
Q2 		$15.8K Buy
109
+71
+187% +$9.77K 0.01% 205
2023
Q1 		$4.95K Sell
38
-124
-77% -$17K ﹤0.01% 397
2022
Q4 		$21.7K Buy
162
+2
+1% +$253 0.02% 163
2022
Q3 		$17K Buy
160
+1
+0.6% +$115 0.01% 179
2022
Q2 		$18K Buy
159
+1
+0.6% +$124 0.01% 172
2022
Q1 		$21K Buy
158
+1
+0.6% +$148 0.01% 175
2021
Q4 		$25K Buy
157
+1
+0.6% +$164 0.02% 158
2021
Q3 		$25K Buy
156
+1
+0.6% +$157 0.02% 163
2021
Q2 		$24K Sell
155
-36
-19% -$5.65K 0.02% 168
2021
Q1 		$29K Sell
191
-25
-12% -$3.6K 0.02% 143
2020
Q4 		$27K Sell
216
-17
-7% -$1.9K 0.02% 142
2020
Q3 		$22K Sell
233
-99
-30% -$9.72K 0.02% 157
2020
Q2 		$22K Buy
332
+320
+2,667% +$30.4K 0.02% 127
2020
Q1 		$1K Buy
+12
New +$1.46K ﹤0.01% 336

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HighMark Wealth Management's JPM Position: Q2 2026 in Review

HighMark Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 30 shares worth $9.82K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: HighMark Wealth Management previously reported a position in JPM as recently as Q4 2025.

HighMark Wealth Management first reported a position in JPM in Q1 2020 and has held it in 21 quarters since. The position peaked at $29K in Q1 2021. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HighMark Wealth Management held 30 shares of JPMorgan Chase worth $9.82K as of Q2 2026.
  • JPMorgan Chase was a new HighMark Wealth Management position in Q2 2026.
  • JPMorgan Chase made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #319 holding.
  • HighMark Wealth Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 21 quarters since.
  • HighMark Wealth Management's JPMorgan Chase position peaked at $29K in Q1 2021.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.