HighTower Advisors’s JPMorgan Chase JPM Stock Holding History

HighTower Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$628	–	3858
2024 Q2	$628	Buy	+200	New	+$39.1K	﹤0.01%	3585
2023 Q2	–	Sell	-15,100	Closed	-$20.9K	–	3562
2023 Q1	$20.9K	Buy	+15,100	New	+$2.07M	﹤0.01%	3147
2022 Q3	–	Sell	-2,000	Closed	-$6K	–	3274
2022 Q2	$6K	Buy	2,000 +1,970	+6,567%	+$244K	﹤0.01%	3106
2022 Q1	$56K	Buy	+30	New	+$4.43K	﹤0.01%	3062
2021 Q3	–	Sell	-40,500	Closed	-$118K	–	3308
2021 Q2	$118K	Buy	+40,500	New	+$6.36M	﹤0.01%	2781
2020 Q3	–	Sell	-2,800	Closed	-$5K	–	2612
2020 Q2	$5K	Buy	+2,800	New	+$266K	﹤0.01%	2343
2018 Q2	–	Sell	-600	Closed	-$2K	–	2320
2018 Q1	$2K	Buy	+600	New	+$67.9K	﹤0.01%	2154
2017 Q4	–	Sell	-2,500	Closed	-$4K	–	2338
2017 Q3	$4K	Sell	2,500 -2,000	-44%	-$184K	﹤0.01%	2177
2017 Q2	$25K	Buy	+4,500	New	+$388K	﹤0.01%	2063
2014 Q3	–	Sell	-24,300	Closed	-$11K	–	1607
2014 Q2	$11K	Buy	24,300 +500	+2%	+$28.1K	﹤0.01%	1584
2014 Q1	$51K	Buy	23,800 +1,800	+8%	+$104K	﹤0.01%	1419
2013 Q4	$8K	Hold	22,000	–	–	﹤0.01%	1516
2013 Q3	$4K	Buy	+22,000	New	+$1.18M	﹤0.01%	1337

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HighTower Advisors's JPM Position: Q1 2026 in Review

HighTower Advisors reduced its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, selling an estimated $2.96M and leaving 2,662,407 shares worth $783M. The position accounts for 0.83% of the portfolio, ranked #14.

HighTower Advisors first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $861M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

HighTower Advisors held 2,662,407 shares of JPMorgan Chase worth $783M as of Q1 2026.
HighTower Advisors sold 9,763 JPMorgan Chase shares in Q1 2026, an estimated $2.96M.
JPMorgan Chase made up 0.83% of HighTower Advisors's portfolio in Q1 2026, its #14 holding.
HighTower Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
HighTower Advisors's JPMorgan Chase position peaked at $861M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.