High Point Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2106882 CHESTER, NJ

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$812,433

+$90,565 QoQ

Shares Held

2,482

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#3,867

of 5,056 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

High Point Wealth Management, LLC holds $911,454 across 3 Banks - Diversified names. JPM ranks #1 (89.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,482	$812,433
2	BAC	Bank Of America Corp /De/	1,536	$87,521
3	CM	Canadian Imperial Bank Of Commerce /Can/	100	$11,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,433	2,482	+1.1%	Shares	Sole	2026-07-20
2026-03-31	$721,868	2,454	+37.9%	Shares	Sole	2026-04-08
2025-12-31	$573,229	1,779	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.