HighTower Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1462245 CHICAGO, IL

Back to JPM Full portfolio

Position in JPM

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$783,173,643

-$77,852,974 QoQ

Shares Held

2,662,407

-0.4% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2024

CallValue

$40,452

CallShares

200

PutValue

$8,151,078

PutShares

40,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

HighTower Advisors, LLC holds $1,559,515,965 across 18 Banks - Diversified names. JPM ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,662,407	$783,173,643
2	BAC	Bank Of America Corp /De/	6,574,113	$320,488,008
3	WFC	Wells Fargo & Company/Mn	3,233,708	$257,435,493
4	BNY	Bank of New York Mellon Corp	363,167	$43,082,501
5	C	Citigroup Inc	342,463	$38,838,728
6	HSBC	Hsbc Holdings PLC	255,494	$21,075,700
7	ING	Ing Groep NV	722,302	$18,815,967
8	TD	Toronto Dominion Bank	186,298	$17,383,466

All Filings in JPM

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49 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$783,173,643	2,662,407	-0.4%	Shares	Sole	2026-05-05
2025-12-31	$861,026,617	2,672,170	-1.8%	Shares	Sole	2026-02-06
2025-09-30	$858,511,508	2,721,718	+0.6%	Shares	Sole	2025-11-07
2025-06-30	$784,692,729	2,706,677	-0.2%	Shares	Sole	2025-08-11
2025-03-31	$665,093,419	2,711,347	-5.9%	Shares	Sole	2025-05-13
2024-12-31	$690,712,619	2,881,451	+5.4%	Shares	Sole	2025-02-07
2024-09-30	$576,558,082	2,734,317	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$542,942,496	2,684,379	+6561.0%	Shares	Sole	2024-08-13
2024-06-30	$8,151,078	40,300	+20050.0%	Put	Sole	2024-08-13
2024-06-30	$40,452	200	-100.0%	Call	Sole	2024-08-13
2024-03-31	$553,002,261	2,760,870	-11.4%	Shares	Sole	2024-05-06
2023-12-31	$530,066,980	3,116,208	+91553.2%	Shares	Sole	2024-02-12
2023-12-31	$578,340	3,400	+321.3%	Put	Sole	2024-02-12
2023-09-30	$117,031	807	-100.0%	Put	Sole	2023-11-08
2023-09-30	$447,640,339	3,086,749	+534865.2%	Shares	Sole	2023-11-08
2023-06-30	$83,918	577	-100.0%	Put	Sole	2023-08-14
2023-06-30	$368,343,089	2,532,612	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$329,095,298	2,525,480	+4006.5%	Shares	Sole	2023-05-12
2023-03-31	$8,014,065	61,500	+307.3%	Put	Sole	2023-05-12
2023-03-31	$1,967,681	15,100	-99.4%	Call	Sole	2023-05-12
2022-12-31	$320,678,828	2,391,341	+387475.5%	Shares	Sole	2023-02-09
2022-12-31	$82,739	617	-100.0%	Put	Sole	2023-02-09
2022-09-30	$239,778,385	2,294,530	+264551.7%	Shares	Sole	2022-11-09
2022-09-30	$90,601	867	-100.0%	Put	Sole	2022-11-09
2022-06-30	$240,082,830	2,131,985	+106499.2%	Shares	Sole	2022-08-10
2022-06-30	$225,220	2,000	-97.7%	Call	Sole	2022-08-10
2022-06-30	$9,932,202	88,200	-95.6%	Put	Sole	2022-08-10
2022-03-31	$275,040,595	2,017,610	+6725266.7%	Shares	Sole	2022-05-12
2022-03-31	$4,089	30	-94.3%	Call	Sole	2022-05-12
2022-03-31	$71,159	522	-100.0%	Put	Sole	2022-05-12
2021-12-31	$307,132,493	1,939,580	+7459823.1%	Shares	Sole	2022-02-10
2021-12-31	$4,116	26	-99.8%	Put	Sole	2022-02-10
2021-09-30	$1,800,590	11,000	-99.4%	Put	Sole	2021-11-12
2021-09-30	$282,475,085	1,725,671	+3495.1%	Shares	Sole	2021-11-12
2021-06-30	$7,465,920	48,000	+18.5%	Put	Sole	2021-08-06
2021-06-30	$6,299,370	40,500	-97.6%	Call	Sole	2021-08-06
2021-06-30	$257,360,061	1,654,623	-1.8%	Shares	Sole	2021-08-06
2021-03-31	$256,579,707	1,685,474	+350310.4%	Shares	Sole	2021-05-10
2021-03-31	$73,222	481	+1.7%	Put	Sole	2021-05-10
2020-12-31	$60,104	473	-100.0%	Put	Sole	2021-02-10
2020-12-31	$212,027,095	1,668,585	+3298.3%	Shares	Sole	2021-02-10
2020-09-30	$4,726,857	49,100	-96.8%	Put	Sole	2020-11-13
2020-09-30	$149,351,833	1,551,385	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$146,756,174	1,560,240	+3071.2%	Shares	Sole	2020-08-10
2020-06-30	$4,627,752	49,200	+1657.1%	Put	Sole	2020-08-10
2020-06-30	$263,368	2,800	+100.0%	Call	Sole	2020-08-10
2020-03-31	$126,042	1,400	-99.9%	Put	Sole	2020-05-21
2020-03-31	$142,259,914	1,580,139	+1580039.0%	Shares	Sole	2020-05-21
2020-03-31	$9,003	100	—	Call	Sole	2020-05-21
No filing history on record for this holder in this stock.