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HighTower Trust’s JPMorgan Chase JPM Stock Holding History

HighTower Trust’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
2023
Q1 		$7.9M Sell
59,106
-4,758
-7% -$652K 0.77% 27
2022
Q4 		$8.46M Sell
63,864
-1,548
-2% -$196K 0.82% 26
2022
Q3 		$6.84M Buy
+65,412
New +$7.51M 0.75% 28
2022
Q2 		– Sell
-55,702
Closed -$7.59M – 291
2022
Q1 		$7.59M Buy
55,702
+8,044
+17% +$1.19M 0.72% 30
2021
Q4 		$7.55M Buy
47,658
+713
+2% +$117K 0.74% 32
2021
Q3 		$7.68M Sell
46,945
-329
-0.7% -$51.6K 0.94% 28
2021
Q2 		$7.35M Sell
47,274
-107
-0.2% -$16.8K 0.9% 31
2021
Q1 		$7.21M Buy
47,381
+286
+0.6% +$41.1K 0.97% 28
2020
Q4 		$5.98M Sell
47,095
-278
-0.6% -$31.1K 0.85% 32
2020
Q3 		$4.56M Buy
47,373
+96
+0.2% +$9.43K 0.72% 37
2020
Q2 		$4.45M Buy
47,277
+3,282
+7% +$311K 0.68% 36
2020
Q1 		$3.96M Sell
43,995
-3,242
-7% -$394K 0.69% 38
2019
Q4 		$6.58M Buy
47,237
+2,132
+5% +$273K 0.81% 29
2019
Q3 		$5.31M Buy
45,105
+673
+2% +$76.1K 0.67% 35
2019
Q2 		$4.97M Buy
44,432
+33,114
+293% +$3.65M 0.63% 34
2019
Q1 		$1.15M Sell
11,318
-1,155
-9% -$119K 0.15% 56
2018
Q4 		$1.22M Buy
12,473
+396
+3% +$42.2K 0.18% 56
2018
Q3 		$1.36M Buy
12,077
+200
+2% +$22.7K 0.15% 58
2018
Q2 		$1.24M Buy
+11,877
New +$1.3M 0.14% 68
2015
Q4 		– Sell
-5,600
Closed -$341K – 160
2015
Q3 		$341K Buy
+5,600
New +$367K 0.06% 101
2014
Q3 		– Sell
-7,006
Closed -$404K – 137
2014
Q2 		$404K Sell
7,006
-190
-3% -$10.7K 0.05% 113
2014
Q1 		$437K Sell
7,196
-1,420
-16% -$82.1K 0.06% 111
2013
Q4 		$504K Buy
+8,616
New +$472K 0.07% 111

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HighTower Trust's JPM Position: Q1 2023 in Review

HighTower Trust reduced its JPMorgan Chase (JPM) stake by 7.5% in Q1 2023, selling an estimated $652K and leaving 59,106 shares worth $7.9M. The position accounts for 0.77% of the portfolio, ranked #27.

HighTower Trust first reported a position in JPM in Q4 2013 and has held it in 23 quarters since. The position peaked at $8.46M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • HighTower Trust held 59,106 shares of JPMorgan Chase worth $7.9M as of Q1 2023.
  • HighTower Trust sold 4,758 JPMorgan Chase shares in Q1 2023, an estimated $652K.
  • JPMorgan Chase made up 0.77% of HighTower Trust's portfolio in Q1 2023, its #27 holding.
  • HighTower Trust first reported a position in JPMorgan Chase in Q4 2013 and has held it in 23 quarters since.
  • HighTower Trust's JPMorgan Chase position peaked at $8.46M in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.