HAG
HighPoint Advisor Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.3M | Sell |
197,583
-1,135
| -0.6% | -$329K | 3.04% | 5 |
|
|
2025
Q1 | $48.6M | Buy |
198,718
+412
| +0.2% | +$101K | 2.83% | 5 |
|
|
2024
Q4 | $54.1M | Sell |
198,306
-463
| -0.2% | -$126K | 2.94% | 5 |
|
|
2024
Q3 | $41.9M | Sell |
198,769
-15,574
| -7% | -$3.28M | 2.44% | 5 |
|
|
2024
Q2 | $46.1M | Buy |
214,343
+28,041
| +15% | +$6.03M | 2.75% | 5 |
|
|
2024
Q1 | $37M | Sell |
186,302
-188
| -0.1% | -$37.4K | 2.62% | 5 |
|
|
2023
Q4 | $36.3M | Buy |
+186,490
| New | +$36.3M | 2.6% | 5 |
|
|
2022
Q2 | $18.5M | Buy |
+165,630
| New | +$18.5M | 2.03% | 6 |
|
|
2021
Q3 | $26.1M | Buy |
159,545
+2,347
| +1% | +$384K | 2.56% | 5 |
|
|
2021
Q2 | $24.5M | Buy |
157,198
+28,519
| +22% | +$4.44M | 2.46% | 4 |
|
|
2021
Q1 | $20.1M | Buy |
128,679
+582
| +0.5% | +$90.8K | 2.32% | 5 |
|
|
2020
Q4 | $17.9M | Buy |
128,097
+41,840
| +49% | +$5.84M | 2.18% | 7 |
|
|
2020
Q3 | $9M | Buy |
86,257
+1,132
| +1% | +$118K | 1.63% | 11 |
|
|
2020
Q2 | $7.94M | Buy |
85,125
+474
| +0.6% | +$44.2K | 1.7% | 11 |
|
|
2020
Q1 | $7.68M | Sell |
84,651
-3,139
| -4% | -$285K | 1.83% | 11 |
|
|
2019
Q4 | $12M | Buy |
87,790
+1,517
| +2% | +$208K | 2.48% | 6 |
|
|
2019
Q3 | $11.2M | Buy |
86,273
+133
| +0.2% | +$17.3K | 2.49% | 5 |
|
|
2019
Q2 | $9.84M | Sell |
86,140
-689
| -0.8% | -$78.7K | 2.3% | 6 |
|
|
2019
Q1 | $9.83M | Buy |
86,829
+462
| +0.5% | +$52.3K | 2.41% | 6 |
|
|
2018
Q4 | $9.09M | Buy |
86,367
+12,309
| +17% | +$1.3M | 2.41% | 5 |
|
|
2018
Q3 | $7.88M | Buy |
74,058
+435
| +0.6% | +$46.3K | 2.16% | 7 |
|
|
2018
Q2 | $8.45M | Sell |
73,623
-12,104
| -14% | -$1.39M | 2.28% | 4 |
|
|
2018
Q1 | $9.53M | Buy |
85,727
+802
| +0.9% | +$89.1K | 2.62% | 4 |
|
|
2017
Q4 | $9.55M | Buy |
84,925
+775
| +0.9% | +$87.1K | 2.74% | 4 |
|
|
2017
Q3 | $8.55M | Buy |
84,150
+1,113
| +1% | +$113K | 2.65% | 4 |
|
|
2017
Q2 | $7.78M | Hold |
83,037
| – | – | 2.5% | 6 |
|
|
2017
Q1 | $7.78M | Buy |
83,037
+72
| +0.1% | +$6.74K | 2.5% | 6 |
|
|
2016
Q4 | $7.77M | Sell |
82,965
-2,037
| -2% | -$191K | 2.5% | 5 |
|
|
2016
Q3 | $6.63M | Buy |
85,002
+3,871
| +5% | +$302K | 2.33% | 5 |
|
|
2016
Q2 | $5.34M | Buy |
81,131
+29,128
| +56% | +$1.92M | 1.87% | 7 |
|
|
2016
Q1 | $3.33M | Buy |
52,003
+9,681
| +23% | +$619K | 2.04% | 6 |
|
|
2015
Q4 | $2.41M | Buy |
42,322
+30,338
| +253% | +$1.73M | 1.59% | 8 |
|
|
2015
Q3 | $731K | Buy |
+11,984
| New | +$731K | 0.81% | 46 |
|