HRT Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99.4M | Sell |
338,071
-98,783
| -23% | -$30M | 0.25% | 58 |
|
|
2025
Q4 | $141M | Buy |
436,854
+99,231
| +29% | +$30.7M | 0.44% | 30 |
|
|
2025
Q3 | $106M | Buy |
337,623
+268,844
| +391% | +$80M | 0.39% | 31 |
|
|
2025
Q2 | $19.9M | Sell |
68,779
-60,244
| -47% | -$15.4M | 0.09% | 150 |
|
|
2025
Q1 | $31.6M | Sell |
129,023
-539,675
| -81% | -$138M | 0.2% | 61 |
|
|
2024
Q4 | $160M | Buy |
668,698
+270,805
| +68% | +$63.1M | 0.83% | 12 |
|
|
2024
Q3 | $83.9M | Sell |
397,893
-8,746
| -2% | -$1.84M | 0.42% | 24 |
|
|
2024
Q2 | $82.2M | Buy |
406,639
+280,732
| +223% | +$54.9M | 0.46% | 22 |
|
|
2024
Q1 | $25.2M | Buy |
125,907
+28,557
| +29% | +$5.15M | 0.16% | 60 |
|
|
2023
Q4 | $16.6M | Buy |
97,350
+42,213
| +77% | +$6.4M | 0.12% | 93 |
|
|
2023
Q3 | $8M | Buy |
+55,137
| New | +$8.27M | 0.08% | 172 |
|
|
2023
Q2 | – | Sell |
-27,140
| Closed | -$3.73M | – | 2872 |
|
|
2023
Q1 | $3.54M | Buy |
+27,140
| New | +$3.72M | 0.04% | 359 |
|
|
2022
Q4 | – | Sell |
-64,217
| Closed | -$6.71M | – | 2808 |
|
|
2022
Q3 | $6.71M | Sell |
64,217
-407,632
| -86% | -$46.8M | 0.07% | 222 |
|
|
2022
Q2 | $53.1M | Buy |
+471,849
| New | +$58.5M | 0.58% | 22 |
|
|
2022
Q1 | – | Sell |
-190,637
| Closed | -$28.1M | – | 3469 |
|
|
2021
Q4 | $30.2M | Sell |
190,637
-227,183
| -54% | -$37.3M | 0.17% | 57 |
|
|
2021
Q3 | $68.4M | Buy |
417,820
+208,577
| +100% | +$32.7M | 0.42% | 26 |
|
|
2021
Q2 | $32.5M | Buy |
+209,243
| New | +$32.9M | 0.3% | 48 |
|
|
2021
Q1 | – | Sell |
-122,579
| Closed | -$17.6M | – | 2914 |
|
|
2020
Q4 | $15.6M | Buy |
+122,579
| New | +$13.7M | 0.31% | 49 |
|
|
2020
Q3 | – | Sell |
-498,191
| Closed | -$48.9M | – | 2132 |
|
|
2020
Q2 | $46.9M | Buy |
+498,191
| New | +$47.3M | 1.41% | 8 |
|
|
2020
Q1 | – | Sell |
-312,916
| Closed | -$38M | – | 1060 |
|
|
2019
Q4 | $43.6M | Buy |
312,916
+210,676
| +206% | +$27M | 1.88% | 8 |
|
|
2019
Q3 | $12M | Sell |
102,240
-158,211
| -61% | -$17.9M | 0.57% | 27 |
|
|
2019
Q2 | $29.1M | Buy |
260,451
+233,289
| +859% | +$25.7M | 1.84% | 9 |
|
|
2019
Q1 | $2.75M | Buy |
27,162
+13,486
| +99% | +$1.39M | 0.43% | 36 |
|
|
2018
Q4 | $1.33M | Sell |
13,676
-58,683
| -81% | -$6.25M | 0.19% | 88 |
|
|
2018
Q3 | $8.16M | Buy |
72,359
+63,002
| +673% | +$7.15M | 1.27% | 17 |
|
|
2018
Q2 | $974K | Buy |
9,357
+5,720
| +157% | +$627K | 0.35% | 46 |
|
|
2018
Q1 | $399K | Sell |
3,637
-118
| -3% | -$13.4K | 0.19% | 104 |
|
|
2017
Q4 | $401K | Hold |
3,755
| – | – | 0.41% | 43 |
|
|
2017
Q3 | $358K | Buy |
3,755
+176
| +5% | +$16.2K | 0.44% | 32 |
|
|
2017
Q2 | $327K | Sell |
3,579
-421
| -11% | -$36.3K | 0.52% | 23 |
|
|
2017
Q1 | $351K | Buy |
4,000
+488
| +14% | +$43.1K | 0.33% | 43 |
|
|
2016
Q4 | $303K | Hold |
3,512
| – | – | 0.39% | 41 |
|
|
2016
Q3 | $233K | Sell |
3,512
-404
| -10% | -$26.3K | 0.21% | 66 |
|
|
2016
Q2 | $243K | Hold |
3,916
| – | – | 0.15% | 80 |
|
|
2016
Q1 | $231K | Buy |
3,916
+58
| +2% | +$3.39K | 0.24% | 57 |
|
|
2015
Q4 | $254K | Hold |
3,858
| – | – | 0.31% | 40 |
|
|
2015
Q3 | $235K | Hold |
3,858
| – | – | 0.2% | 68 |
|
|
2015
Q2 | $261K | Hold |
3,858
| – | – | 0.12% | 103 |
|
|
2015
Q1 | $233K | Buy |
3,858
+536
| +16% | +$31.7K | 0.3% | 46 |
|
|
2014
Q4 | $207K | Buy |
+3,322
| New | +$200K | 0.29% | 53 |
|
Other funds holding JPM
VCM
VPM
HRT Financial's JPM Position: Q1 2026 in Review
HRT Financial reduced its JPMorgan Chase (JPM) stake by 23% in Q1 2026, selling an estimated $30M and leaving 338,071 shares worth $99.4M. The position accounts for 0.25% of the portfolio, ranked #58.
HRT Financial first reported a position in JPM in Q4 2014 and has held it in 40 quarters since. The position peaked at $160M in Q4 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- HRT Financial held 338,071 shares of JPMorgan Chase worth $99.4M as of Q1 2026.
- HRT Financial sold 98,783 JPMorgan Chase shares in Q1 2026, an estimated $30M.
- JPMorgan Chase made up 0.25% of HRT Financial's portfolio in Q1 2026, its #58 holding.
- HRT Financial first reported a position in JPMorgan Chase in Q4 2014 and has held it in 40 quarters since.
- HRT Financial's JPMorgan Chase position peaked at $160M in Q4 2024.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.