HighPoint Advisor Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1616034 DOWNERS GROVE, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,351,797

+$1,608,192 QoQ

Shares Held

37,735

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,299

of 5,057 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $19,239,628 across 5 Banks - Diversified names. JPM ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	37,735	$12,351,797
2	BAC	Bank Of America Corp /De/	66,561	$3,792,645
3	WFC	Wells Fargo & Company/Mn	26,881	$2,221,445
4	C	Citigroup Inc	3,964	$554,801
5	RY	Royal Bank Of Canada	1,541	$318,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,351,797	37,735	+3.3%	Shares	Sole	2026-08-05
2026-03-31	$10,743,605	36,523	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$11,848,996	36,773	-81.0%	Shares	Sole	2026-05-14
2025-09-30	$60,897,546	193,062	-2.3%	Shares	Sole	2025-11-05
2025-06-30	$57,281,287	197,583	-0.6%	Shares	Sole	2025-08-07
2025-03-31	$48,745,525	198,718	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$47,535,931	198,306	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$41,912,431	198,769	-7.3%	Shares	Sole	2024-11-04
2024-06-30	$43,353,015	214,343	+15.1%	Shares	Sole	2024-08-08
2024-03-31	$37,316,290	186,302	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$31,721,949	186,490	+12.6%	Shares	Sole	2024-03-26
2022-06-30	$18,651,594	165,630	+3.8%	Shares	Sole	2022-08-15
2021-09-30	$26,115,921	159,545	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$24,450,576	157,198	+22.2%	Shares	Sole	2021-07-29
2021-03-31	$19,588,804	128,679	+0.5%	Shares	Sole	2021-04-12
2020-12-31	$16,277,285	128,097	+48.5%	Shares	Sole	2021-02-10
2020-09-30	$8,303,961	86,257	+1.3%	Shares	Sole	2020-11-06
2020-06-30	$8,006,857	85,125	+0.6%	Shares	Sole	2020-08-13
2020-03-31	$7,621,129	84,651	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.