HighTower Advisors
JPM icon

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
-40,300
Closed -$128K – 3859
2024
Q2 		$128K Buy
+40,300
New +$7.88M ﹤0.01% 3151
2024
Q1 		– Sell
-3,400
Closed -$313 – 3827
2023
Q4 		$313 Buy
3,400
+2,593
+321% +$393K ﹤0.01% 3590
2023
Q3 		$134K Buy
807
+230
+40% +$34.5K ﹤0.01% 3030
2023
Q2 		$156K Sell
577
-60,923
-99% -$8.38M ﹤0.01% 2954
2023
Q1 		$125K Buy
61,500
+60,883
+9,868% +$8.34M ﹤0.01% 2891
2022
Q4 		$233K Sell
617
-250
-29% -$31.7K ﹤0.01% 2662
2022
Q3 		$785K Sell
867
-87,333
-99% -$10M ﹤0.01% 1757
2022
Q2 		$688K Buy
88,200
+87,678
+16,797% +$10.9M ﹤0.01% 1866
2022
Q1 		$421K Buy
522
+496
+1,908% +$73.2K ﹤0.01% 2300
2021
Q4 		$97K Sell
26
-10,974
-100% -$1.8M ﹤0.01% 2931
2021
Q3 		$57K Sell
11,000
-37,000
-77% -$5.8M ﹤0.01% 2922
2021
Q2 		$48K Buy
48,000
+47,519
+9,879% +$7.46M ﹤0.01% 2895
2021
Q1 		$191K Buy
481
+8
+2% +$1.15K ﹤0.01% 2622
2020
Q4 		$41K Sell
473
-48,627
-99% -$5.44M ﹤0.01% 2428
2020
Q3 		$268K Sell
49,100
-100
-0.2% -$9.82K ﹤0.01% 1897
2020
Q2 		$489K Buy
49,200
+47,800
+3,414% +$4.54M ﹤0.01% 1477
2020
Q1 		$40K Sell
1,400
-100
-7% -$12.1K ﹤0.01% 2029
2019
Q4 		$4K Buy
1,500
+500
+50% +$64.1K ﹤0.01% 2233
2019
Q3 		$2K Hold
1,000
– – ﹤0.01% 2365
2019
Q2 		$2K Sell
1,000
-1,000
-50% -$110K ﹤0.01% 2351
2019
Q1 		$4K Buy
2,000
+1,000
+100% +$103K ﹤0.01% 2236
2018
Q4 		$2K Hold
1,000
– – ﹤0.01% 2173
2018
Q3 		$2K Hold
1,000
– – ﹤0.01% 2248
2018
Q2 		$2K Buy
1,000
+400
+67% +$43.9K ﹤0.01% 2199
2018
Q1 		$1K Buy
+600
New +$67.9K ﹤0.01% 2169
2017
Q3 		– Sell
-1,100
Closed -$1K – 2298
2017
Q2 		$1K Sell
1,100
-700
-39% -$60.4K ﹤0.01% 2193
2017
Q1 		$5K Buy
+1,800
New +$159K ﹤0.01% 2040

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.