HighTower Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785M | Sell |
2,706,677
-4,670
| -0.2% | -$1.35M | 0.98% | 11 |
|
|
2025
Q1 | $665M | Sell |
2,711,347
-170,104
| -6% | -$41.7M | 0.9% | 11 |
|
|
2024
Q4 | $691M | Buy |
2,881,451
+147,134
| +5% | +$35.3M | 0.94% | 13 |
|
|
2024
Q3 | $576M | Buy |
2,734,317
+49,938
| +2% | +$10.5M | 0.82% | 12 |
|
|
2024
Q2 | $542M | Sell |
2,684,379
-76,491
| -3% | -$15.5M | 0.84% | 12 |
|
|
2024
Q1 | $553M | Sell |
2,760,870
-355,338
| -11% | -$71.1M | 0.9% | 13 |
|
|
2023
Q4 | $530M | Buy |
3,116,208
+29,459
| +1% | +$5.01M | 0.89% | 12 |
|
|
2023
Q3 | $448M | Buy |
3,086,749
+554,137
| +22% | +$80.4M | 0.84% | 12 |
|
|
2023
Q2 | $368M | Buy |
2,532,612
+7,132
| +0.3% | +$1.04M | 0.72% | 14 |
|
|
2023
Q1 | $329M | Buy |
2,525,480
+134,139
| +6% | +$17.5M | 0.72% | 16 |
|
|
2022
Q4 | $320M | Buy |
2,391,341
+96,811
| +4% | +$13M | 0.73% | 16 |
|
|
2022
Q3 | $239M | Buy |
2,294,530
+162,545
| +8% | +$17M | 0.64% | 21 |
|
|
2022
Q2 | $240M | Buy |
2,131,985
+114,375
| +6% | +$12.9M | 0.62% | 21 |
|
|
2022
Q1 | $275M | Buy |
2,017,610
+78,030
| +4% | +$10.6M | 0.61% | 20 |
|
|
2021
Q4 | $307M | Buy |
1,939,580
+213,909
| +12% | +$33.9M | 0.67% | 16 |
|
|
2021
Q3 | $282M | Buy |
1,725,671
+71,048
| +4% | +$11.6M | 0.76% | 14 |
|
|
2021
Q2 | $258M | Sell |
1,654,623
-30,851
| -2% | -$4.8M | 0.75% | 15 |
|
|
2021
Q1 | $257M | Buy |
1,685,474
+16,889
| +1% | +$2.57M | 0.81% | 11 |
|
|
2020
Q4 | $212M | Buy |
1,668,585
+117,200
| +8% | +$14.9M | 0.88% | 13 |
|
|
2020
Q3 | $149M | Sell |
1,551,385
-8,855
| -0.6% | -$853K | 0.72% | 19 |
|
|
2020
Q2 | $147M | Sell |
1,560,240
-19,899
| -1% | -$1.87M | 0.8% | 14 |
|
|
2020
Q1 | $143M | Buy |
1,580,139
+87,361
| +6% | +$7.88M | 0.92% | 12 |
|
|
2019
Q4 | $208M | Buy |
1,492,778
+31,808
| +2% | +$4.44M | 1.23% | 5 |
|
|
2019
Q3 | $172M | Buy |
1,460,970
+34,854
| +2% | +$4.1M | 0.94% | 12 |
|
|
2019
Q2 | $159M | Buy |
1,426,116
+113,164
| +9% | +$12.7M | 0.95% | 11 |
|
|
2019
Q1 | $133M | Buy |
1,312,952
+106,765
| +9% | +$10.8M | 0.89% | 12 |
|
|
2018
Q4 | $118M | Buy |
1,206,187
+5,709
| +0.5% | +$558K | 0.9% | 12 |
|
|
2018
Q3 | $135M | Buy |
1,200,478
+36,827
| +3% | +$4.16M | 0.98% | 9 |
|
|
2018
Q2 | $121M | Buy |
1,163,651
+67,025
| +6% | +$6.98M | 0.95% | 11 |
|
|
2018
Q1 | $121M | Buy |
1,096,626
+3,162
| +0.3% | +$348K | 1.01% | 8 |
|
|
2017
Q4 | $117M | Sell |
1,093,464
-54,873
| -5% | -$5.86M | 0.96% | 9 |
|
|
2017
Q3 | $110M | Buy |
+1,148,337
| New | +$110M | 0.94% | 9 |
|
|
2017
Q2 | – | Sell |
-1,132,309
| Closed | -$99.5M | – | 2122 |
|
|
2017
Q1 | $99.5M | Sell |
1,132,309
-15,301
| -1% | -$1.34M | 0.95% | 12 |
|
|
2016
Q4 | $99.1M | Buy |
1,147,610
+51,824
| +5% | +$4.47M | 1.08% | 9 |
|
|
2016
Q3 | $73M | Buy |
1,095,786
+59,466
| +6% | +$3.96M | 0.85% | 14 |
|
|
2016
Q2 | $64.4M | Sell |
1,036,320
-82,976
| -7% | -$5.15M | 0.81% | 16 |
|
|
2016
Q1 | $66.3M | Sell |
1,119,296
-4,177
| -0.4% | -$248K | 0.22% | 14 |
|
|
2015
Q4 | $74.2M | Buy |
1,123,473
+223,540
| +25% | +$14.8M | 0.88% | 13 |
|
|
2015
Q3 | $54.8M | Buy |
899,933
+197,752
| +28% | +$12M | 0.72% | 21 |
|
|
2015
Q2 | $47.6M | Buy |
702,181
+175,970
| +33% | +$11.9M | 0.76% | 21 |
|
|
2015
Q1 | $31.9M | Buy |
526,211
+26,589
| +5% | +$1.61M | 0.47% | 38 |
|
|
2014
Q4 | $31.3M | Buy |
499,622
+69,416
| +16% | +$4.34M | 0.48% | 35 |
|
|
2014
Q3 | $25.9M | Sell |
430,206
-124,006
| -22% | -$7.47M | 0.44% | 38 |
|
|
2014
Q2 | $31.9M | Sell |
554,212
-24,961
| -4% | -$1.44M | 0.55% | 29 |
|
|
2014
Q1 | $35.2M | Sell |
579,173
-25,506
| -4% | -$1.55M | 0.69% | 20 |
|
|
2013
Q4 | $35.4M | Buy |
604,679
+80,216
| +15% | +$4.69M | 0.73% | 19 |
|
|
2013
Q3 | $27.1M | Sell |
524,463
-1,618
| -0.3% | -$83.5K | 0.68% | 23 |
|
|
2013
Q2 | $27.8M | Buy |
+526,081
| New | +$27.8M | 0.76% | 21 |
|