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HRT Financial’s JPMorgan Chase JPM Stock Holding History

HRT Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.3M Buy
174,500
+133,900
+330% +$40.6M 0.13% 116
2025
Q4 		$13.1M Buy
40,600
+4,000
+11% +$1.24M 0.04% 357
2025
Q3 		$11.5M Sell
36,600
-25,300
-41% -$7.52M 0.04% 345
2025
Q2 		$17.9M Sell
61,900
-6,200
-9% -$1.58M 0.08% 168
2025
Q1 		$16.7M Buy
68,100
+55,100
+424% +$14M 0.11% 140
2024
Q4 		$3.12M Buy
+13,000
New +$3.03M 0.02% 569
2024
Q3 		– Sell
-2,200
Closed -$444K – 2786
2024
Q2 		$444K Buy
+2,200
New +$430K ﹤0.01% 1341
2024
Q1 		– Sell
-10,400
Closed -$1.77M – 2695
2023
Q4 		$1.77M Buy
+10,400
New +$1.58M 0.01% 709
2023
Q3 		– Sell
-20,200
Closed -$2.94M – 2752
2023
Q2 		$2.94M Buy
+20,200
New +$2.78M 0.03% 460
2021
Q4 		– Sell
-3,500
Closed -$572K – 3628
2021
Q3 		$572K Buy
3,500
+1,900
+119% +$298K ﹤0.01% 1858
2021
Q2 		$248K Sell
1,600
-52,300
-97% -$8.21M ﹤0.01% 2265
2021
Q1 		$8.21M Buy
53,900
+32,200
+148% +$4.63M 0.08% 165
2020
Q4 		$2.76M Sell
21,700
-13,300
-38% -$1.49M 0.06% 258
2020
Q3 		$3.37M Buy
35,000
+32,800
+1,491% +$3.22M 0.1% 136
2020
Q2 		$206K Buy
+2,200
New +$209K 0.01% 1150

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.