HighPoint Advisor Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Sell |
36,523
-190,172
| -84% | -$57.7M | 0.45% | 51 |
|
|
2025
Q4 | $73M | Buy |
226,695
+33,633
| +17% | +$10.4M | 1.61% | 7 |
|
|
2025
Q3 | $60.9M | Sell |
193,062
-4,521
| -2% | -$1.34M | 2.9% | 5 |
|
|
2025
Q2 | $57.3M | Sell |
197,583
-1,135
| -0.6% | -$290K | 3.04% | 5 |
|
|
2025
Q1 | $48.6M | Buy |
198,718
+412
| +0.2% | +$105K | 2.83% | 5 |
|
|
2024
Q4 | $54.1M | Sell |
198,306
-463
| -0.2% | -$108K | 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% | +$5.48M | 2.75% | 5 |
|
|
2024
Q1 | $37M | Sell |
186,302
-188
| -0.1% | -$33.9K | 2.62% | 5 |
|
|
2023
Q4 | $36.3M | Buy |
+186,490
| New | +$28.3M | 2.6% | 5 |
|
|
2022
Q2 | $18.5M | Buy |
+165,630
| New | +$20.5M | 2.03% | 6 |
|
|
2021
Q3 | $26.1M | Buy |
159,545
+2,347
| +1% | +$368K | 2.56% | 5 |
|
|
2021
Q2 | $24.5M | Buy |
157,198
+28,519
| +22% | +$4.48M | 2.46% | 4 |
|
|
2021
Q1 | $20.1M | Buy |
128,679
+582
| +0.5% | +$83.7K | 2.32% | 5 |
|
|
2020
Q4 | $17.9M | Buy |
128,097
+41,840
| +49% | +$4.68M | 2.18% | 7 |
|
|
2020
Q3 | $9M | Buy |
86,257
+1,132
| +1% | +$111K | 1.63% | 11 |
|
|
2020
Q2 | $7.94M | Buy |
85,125
+474
| +0.6% | +$45K | 1.7% | 11 |
|
|
2020
Q1 | $7.68M | Sell |
84,651
-3,139
| -4% | -$381K | 1.83% | 11 |
|
|
2019
Q4 | $12M | Buy |
87,790
+1,517
| +2% | +$195K | 2.48% | 6 |
|
|
2019
Q3 | $11.2M | Buy |
86,273
+133
| +0.2% | +$15K | 2.49% | 5 |
|
|
2019
Q2 | $9.84M | Sell |
86,140
-689
| -0.8% | -$76K | 2.3% | 6 |
|
|
2019
Q1 | $9.83M | Buy |
86,829
+462
| +0.5% | +$47.6K | 2.41% | 6 |
|
|
2018
Q4 | $9.09M | Buy |
86,367
+12,309
| +17% | +$1.31M | 2.41% | 5 |
|
|
2018
Q3 | $7.88M | Buy |
74,058
+435
| +0.6% | +$49.4K | 2.16% | 7 |
|
|
2018
Q2 | $8.45M | Sell |
73,623
-12,104
| -14% | -$1.33M | 2.28% | 4 |
|
|
2018
Q1 | $9.53M | Buy |
85,727
+802
| +0.9% | +$90.8K | 2.62% | 4 |
|
|
2017
Q4 | $9.55M | Buy |
84,925
+775
| +0.9% | +$78.5K | 2.74% | 4 |
|
|
2017
Q3 | $8.55M | Buy |
84,150
+1,113
| +1% | +$103K | 2.65% | 4 |
|
|
2017
Q2 | $7.78M | Hold |
83,037
| – | – | 2.5% | 6 |
|
|
2017
Q1 | $7.78M | Buy |
83,037
+72
| +0.1% | +$6.35K | 2.5% | 6 |
|
|
2016
Q4 | $7.76M | Sell |
82,965
-2,037
| -2% | -$155K | 2.5% | 5 |
|
|
2016
Q3 | $6.63M | Buy |
85,002
+3,871
| +5% | +$252K | 2.33% | 5 |
|
|
2016
Q2 | $5.34M | Buy |
81,131
+29,128
| +56% | +$1.82M | 1.87% | 7 |
|
|
2016
Q1 | $3.33M | Buy |
52,003
+9,681
| +23% | +$565K | 2.04% | 6 |
|
|
2015
Q4 | $2.41M | Buy |
42,322
+30,338
| +253% | +$1.98M | 1.59% | 8 |
|
|
2015
Q3 | $731K | Buy |
+11,984
| New | +$785K | 0.81% | 46 |
|
Other funds holding JPM
VCM
VPM
HighPoint Advisor Group's JPM Position: Q1 2026 in Review
HighPoint Advisor Group reduced its JPMorgan Chase (JPM) stake by 84% in Q1 2026, selling an estimated $57.7M and leaving 36,523 shares worth $10.7M. The position accounts for 0.45% of the portfolio, ranked #51.
HighPoint Advisor Group first reported a position in JPM in Q3 2015 and has held it in 36 quarters since. The position peaked at $73M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- HighPoint Advisor Group held 36,523 shares of JPMorgan Chase worth $10.7M as of Q1 2026.
- HighPoint Advisor Group sold 190,172 JPMorgan Chase shares in Q1 2026, an estimated $57.7M.
- JPMorgan Chase made up 0.45% of HighPoint Advisor Group's portfolio in Q1 2026, its #51 holding.
- HighPoint Advisor Group first reported a position in JPMorgan Chase in Q3 2015 and has held it in 36 quarters since.
- HighPoint Advisor Group's JPMorgan Chase position peaked at $73M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.