JPM JPMORGAN CHASE & CO

Ownership history in HighPoint Advisor Group LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.04% (2025 Q2)
Avg. % of fund
2.37%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 189,922 -3,140 -1.6% 2.84% $61.2M $320.77
2025 Q3 REDUCED 193,062 -4,521 -2.3% 2.90% $60.9M $312.49
2025 Q2 REDUCED 197,583 -1,135 -0.6% 3.04% $57.3M $285.83
2025 Q1 ADDED 198,718 +412 +0.2% 2.83% $48.6M $240.37
2024 Q4 REDUCED 198,306 -463 -0.2% 2.94% $54.1M $233.69
2024 Q3 REDUCED 198,769 -15,574 -7.3% 2.44% $41.9M $204.31
2024 Q2 ADDED 214,343 +28,041 +15.1% 2.75% $46.1M $194.90
2024 Q1 REDUCED 186,302 -188 -0.1% 2.62% $37.0M $191.89
2023 Q4 ADDED 186,490 +20,860 +12.6% 2.60% $36.3M $161.96
2022 Q2 ADDED 165,630 +6,085 +3.8% 2.03% $18.5M $102.29
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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