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Disclosery

HighTower Trust Company, N.A.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighTower Trust Company, N.A. on JPM, newest first. How the timeline and the estimate are built.

HighTower Trust Company, N.A. held 59,106 JPM shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 59,106 shares
    Change vs previous 13F -4,758 shares

    0.77% of the 13F portfolio, value $7,899,546.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 63,864 shares
    Change vs previous 13F -1,548 shares

    0.82% of the 13F portfolio, value $8,459,425.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 65,412 shares
    Change vs previous 13F +65,412 shares

    0.75% of the 13F portfolio, value $6,836,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -55,702 shares

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2022-03-31
    13F 55,702 shares
    Change vs previous 13F +8,044 shares

    0.72% of the 13F portfolio, value $7,593,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 47,658 shares
    Change vs previous 13F +713 shares

    0.74% of the 13F portfolio, value $7,547,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 46,945 shares
    Change vs previous 13F -329 shares

    0.94% of the 13F portfolio, value $7,684,000.

    13F-HR 0001085146-21-002910 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 47,274 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,353,000.

    13F-HR 0001090413-21-000005 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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