Ownership history in High Note Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 28,890 | +226 | +0.8% | 1.82% | $9.3M | $320.77 |
| 2025 Q3 | ADDED | 28,664 | +611 | +2.2% | 1.81% | $9.0M | $312.49 |
| 2025 Q2 | ADDED | 28,053 | +39 | +0.1% | 1.86% | $8.1M | $285.83 |
| 2025 Q1 | ADDED | 28,014 | +257 | +0.9% | 1.70% | $6.9M | $240.37 |
| 2024 Q3 | ADDED | 27,757 | +209 | +0.8% | 1.67% | $5.9M | $204.31 |
| 2024 Q2 | ADDED | 27,548 | +1,524 | +5.9% | 1.70% | $5.6M | $194.90 |
| 2024 Q1 | ADDED | 26,024 | +1,414 | +5.7% | 1.70% | $5.2M | $191.89 |
| 2023 Q4 | REDUCED | 24,610 | -472 | -1.9% | 1.57% | $4.2M | $161.96 |
| 2023 Q3 | ADDED | 25,082 | +199 | +0.8% | 1.50% | $3.6M | $137.07 |
| 2023 Q2 | REDUCED | 24,883 | -1,263 | -4.8% | 1.47% | $3.6M | $136.53 |
As of 2025 Q4 — sorted by position size