Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,541,669
+$1,053,977 QoQ
Shares Held
29,150
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.13%
of 13F equity value
Holder Rank
#1,509
of 5,056 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026High Note Wealth, LLC holds $9,797,257 across 13 Banks - Diversified names. JPM ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,150 | $9,541,669 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,008 | $83,301 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,025 | $58,404 | |
| 4 | C |
Citigroup Inc
|
333 | $46,606 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
185 | $26,752 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
144 | $16,560 | |
| 7 | RY |
Royal Bank Of Canada
|
69 | $14,280 | |
| 8 | ING |
Ing Groep NV
|
287 | $9,006 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,541,669 | 29,150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,487,692 | 28,854 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,308,935 | 28,890 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,041,485 | 28,664 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,132,845 | 28,053 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,871,834 | 28,014 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,722,666 | 28,045 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $5,852,841 | 27,757 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,571,858 | 27,548 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,212,607 | 26,024 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,186,161 | 24,610 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,637,391 | 25,082 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,618,983 | 24,883 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,407,085 | 26,146 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,511,274 | 26,184 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,756,083 | 26,374 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,988,218 | 26,536 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,394,776 | 24,903 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,134,360 | 26,109 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,200,449 | 25,661 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,921,318 | 25,211 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,796,159 | 24,937 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,170,650 | 24,952 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||