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High Note Wealth, LLC → JPM-PM
High Note Wealth, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$9.6M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $845K |
| Q3 2025 | $9M |
| Q4 2025 | $1.1M |
| Q4 2025 | $9.3M |
| Q4 2025 | $77K |
| Q1 2026 | $1.1M |
| Q1 2026 | $8.5M |
| Q1 2026 | $77K |
| Q2 2026 | $1.1M |
| Q2 2026 | $9.5M |
| Q3 2026 | $1.1M |
| Q3 2026 | $9.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.6M | 29.1K | — | — |
| Q3 2026 | $1.1M | 47.9K | — | — |
| Q2 2026 | $9.5M | 29.1K | — | — |
| Q2 2026 | $1.1M | 49.2K | — | — |
| Q1 2026 | $77K | 1.7K | — | — |
| Q1 2026 | $8.5M | 28.9K | — | — |
| Q1 2026 | $1.1M | 49.2K | — | — |
| Q4 2025 | $77K | 1.7K | — | — |
| Q4 2025 | $9.3M | 28.9K | — | — |
| Q4 2025 | $1.1M | 46.4K | — | — |
| Q3 2025 | $9M | 28.7K | — | — |
| Q3 2025 | $845K | 36.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other High Note Wealth, LLC positions
ETHA
$64.8MISHARES CORE S&P 500 ETF
ETHA
$63MISHARES CORE S&P 500 ETF
ETHA
$55.9MISHARES CORE S&P 500 ETF
ETHA
$54MISHARES CORE S&P 500 ETF
ETHA
$53.4MISHARES CORE S&P 500 ETF
STT-PG
$34.4MSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
STT-PG
$34.1MSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
SCHW-PJ
$33.8MSCHWAB U.S. MID-CAP ETF