Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,286,699
+$655,006 QoQ
Shares Held
19,206
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.45%
of 13F equity value
Holder Rank
#1,877
of 5,058 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. JPM ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,206 | $6,286,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,953 | $111,281 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
991 | $81,896 | |
| 4 | C |
Citigroup Inc
|
553 | $77,397 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 6 | RY |
Royal Bank Of Canada
|
184 | $38,082 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,847 | $36,736 | |
| 8 | BCS |
Barclays PLC
|
1,238 | $33,252 |
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,286,699 | 19,206 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,631,693 | 19,145 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $5,953,981 | 18,478 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,580,043 | 14,520 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,226,307 | 14,578 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,430,029 | 13,983 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,139,961 | 13,099 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,756,783 | 13,074 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,518,770 | 7,509 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $1,449,170 | 7,235 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,205,328 | 7,086 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $1,020,940 | 7,040 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,017,207 | 6,994 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $911,388 | 6,994 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $825,787 | 6,158 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $643,511 | 6,158 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||