HighTower Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785M | Sell |
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|
2025
Q1 | $665M | Sell |
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|
2024
Q4 | $691M | Buy |
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|
2024
Q3 | $576M | Buy |
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|
2024
Q2 | $542M | Sell |
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|
2024
Q1 | $553M | Sell |
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|
2023
Q4 | $530M | Buy |
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|
2023
Q3 | $448M | Buy |
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|
2023
Q2 | $368M | Buy |
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|
2023
Q1 | $329M | Buy |
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|
2022
Q4 | $320M | Buy |
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|
2022
Q3 | $239M | Buy |
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|
2022
Q2 | $240M | Buy |
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|
2022
Q1 | $275M | Buy |
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|
2021
Q4 | $307M | Buy |
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|
2021
Q3 | $282M | Buy |
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|
2021
Q2 | $258M | Sell |
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|
2021
Q1 | $257M | Buy |
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|
2020
Q4 | $212M | Buy |
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|
2020
Q3 | $149M | Sell |
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|
2020
Q2 | $147M | Sell |
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|
2020
Q1 | $143M | Buy |
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|
2019
Q4 | $208M | Buy |
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|
2019
Q3 | $172M | Buy |
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|
2019
Q2 | $159M | Buy |
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|
2019
Q1 | $133M | Buy |
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|
2018
Q4 | $118M | Buy |
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|
2018
Q3 | $135M | Buy |
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|
2018
Q2 | $121M | Buy |
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|
2018
Q1 | $121M | Buy |
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|
2017
Q4 | $117M | Sell |
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|
2017
Q3 | $110M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $99.5M | Sell |
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|
2016
Q4 | $99.1M | Buy |
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|
2016
Q3 | $73M | Buy |
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|
2016
Q2 | $64.4M | Sell |
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|
2016
Q1 | $66.3M | Sell |
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|
2015
Q4 | $74.2M | Buy |
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|
2015
Q3 | $54.8M | Buy |
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|
2015
Q2 | $47.6M | Buy |
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|
2015
Q1 | $31.9M | Buy |
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|
2014
Q4 | $31.3M | Buy |
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|
2014
Q3 | $25.9M | Sell |
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|
2014
Q2 | $31.9M | Sell |
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|
2014
Q1 | $35.2M | Sell |
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|
2013
Q4 | $35.4M | Buy |
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|
2013
Q3 | $27.1M | Sell |
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|
2013
Q2 | $27.8M | Buy |
|