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HighPoint Advisor Group LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighPoint Advisor Group LLC on JPM, newest first. How the timeline and the estimate are built.

HighPoint Advisor Group LLC held 37,735 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,735 shares
    Change vs previous 13F +1,212 shares

    0.44% of the 13F portfolio, value $12,351,878.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,523 shares
    Change vs previous 13F -190,172 shares

    0.45% of the 13F portfolio, value $10,743,600.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 226,695 shares
    Change vs previous 13F +33,633 shares

    1.61% of the 13F portfolio, value $73,045,819.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 193,062 shares
    Change vs previous 13F -4,521 shares

    2.9% of the 13F portfolio, value $60,897,425.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 197,583 shares
    Change vs previous 13F -1,135 shares

    3.04% of the 13F portfolio, value $57,281,297.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 198,718 shares
    Change vs previous 13F +412 shares

    2.83% of the 13F portfolio, value $48,610,344.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 198,306 shares
    Change vs previous 13F -463 shares

    2.94% of the 13F portfolio, value $54,053,089.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 198,769 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $41,912,375.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).