Skip to content
Disclosery

High Note Wealth, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Note Wealth, LLC on JPM, newest first. How the timeline and the estimate are built.

High Note Wealth, LLC held 29,150 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,150 shares
    Change vs previous 13F +296 shares

    1.63% of the 13F portfolio, value $9,541,582.

    13F-HR 0001807283-26-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,854 shares
    Change vs previous 13F -36 shares

    1.67% of the 13F portfolio, value $8,487,726.

    13F-HR 0001807283-26-000004 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,890 shares
    Change vs previous 13F +226 shares

    1.82% of the 13F portfolio, value $9,309,093.

    13F-HR 0001807283-26-000001 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,664 shares
    Change vs previous 13F +611 shares

    1.82% of the 13F portfolio, value $9,041,446.

    13F-HR 0001807283-25-000007 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,053 shares
    Change vs previous 13F +39 shares

    1.86% of the 13F portfolio, value $8,132,918.

    13F-HR 0001807283-25-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,014 shares
    Change vs previous 13F -31 shares

    1.7% of the 13F portfolio, value $6,871,954.

    13F-HR 0001807283-25-000003 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,045 shares
    Change vs previous 13F +288 shares

    1.75% of the 13F portfolio, value $6,722,584.

    13F-HR 0001807283-25-000002 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,757 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $5,852,825.

    13F-HR 0001807283-24-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).