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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HighTower Advisors's JPM Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $11.2M and leaving 2,626,400 shares worth $860M. The position accounts for 0.83% of the portfolio, ranked #15.

HighTower Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $861M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

HighTower Advisors held 2,626,400 shares of JPMorgan Chase worth $860M as of Q2 2026.
HighTower Advisors sold 36,007 JPMorgan Chase shares in Q2 2026, an estimated $11.2M.
JPMorgan Chase made up 0.83% of HighTower Advisors's portfolio in Q2 2026, its #15 holding.
HighTower Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's JPMorgan Chase position peaked at $861M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.