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 | |
|---|---|---|---|---|---|---|---|---|
|
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
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.