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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
Q2 		$53.6M Buy
163,700
+26,300
+19% +$8.17M 0.1% 181
2026
Q1 		$40.4M Buy
137,400
+23,600
+21% +$7.16M 0.1% 164
2025
Q4 		$36.7M Buy
113,800
+12,800
+13% +$3.96M 0.12% 119
2025
Q3 		$31.9M Sell
101,000
-22,900
-18% -$6.81M 0.12% 104
2025
Q2 		$35.9M Sell
123,900
-14,200
-10% -$3.62M 0.16% 80
2025
Q1 		$33.9M Buy
138,100
+117,000
+555% +$29.8M 0.21% 56
2024
Q4 		$5.06M Buy
21,100
+5,300
+34% +$1.23M 0.03% 395
2024
Q3 		$3.33M Buy
15,800
+7,700
+95% +$1.62M 0.02% 643
2024
Q2 		$1.64M Buy
+8,100
New +$1.58M 0.01% 808
2023
Q2 		– Sell
-11,700
Closed -$1.52M – 2873
2023
Q1 		$1.52M Buy
+11,700
New +$1.6M 0.02% 735
2022
Q2 		– Sell
-3,400
Closed -$463K – 3311
2022
Q1 		$463K Sell
3,400
-38,900
-92% -$5.74M ﹤0.01% 1891
2021
Q4 		$6.7M Sell
42,300
-37,500
-47% -$6.16M 0.04% 217
2021
Q3 		$13.1M Buy
79,800
+52,300
+190% +$8.2M 0.08% 120
2021
Q2 		$4.28M Buy
27,500
+600
+2% +$94.2K 0.04% 350
2021
Q1 		$4.09M Sell
26,900
-12,500
-32% -$1.8M 0.04% 330
2020
Q4 		$5.01M Buy
39,400
+28,100
+249% +$3.14M 0.1% 155
2020
Q3 		$1.09M Buy
+11,300
New +$1.11M 0.03% 477
2020
Q2 		– Sell
-22,000
Closed -$1.98M – 1644
2020
Q1 		$1.98M Buy
+22,000
New +$2.67M 0.13% 159
2019
Q4 		– Sell
-130,600
Closed -$15.4M – 1405
2019
Q3 		$15.4M Buy
130,600
+23,000
+21% +$2.6M 0.73% 21
2019
Q2 		$12M Buy
+107,600
New +$11.9M 0.76% 25
2018
Q4 		– Sell
-36,100
Closed -$4.07M – 677
2018
Q3 		$4.07M Buy
+36,100
New +$4.1M 0.63% 35

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HRT Financial's JPM Position: Q2 2026 in Review

HRT Financial increased its JPMorgan Chase (JPM) stake by 25% in Q2 2026, buying an estimated $25.9M and bringing the position to 421,531 shares worth $138M. 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 41 quarters since. The position peaked at $160M in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HRT Financial held 421,531 shares of JPMorgan Chase worth $138M as of Q2 2026.
  • HRT Financial bought 83,460 JPMorgan Chase shares in Q2 2026, an estimated $25.9M.
  • JPMorgan Chase made up 0.25% of HRT Financial's portfolio in Q2 2026, its #58 holding.
  • HRT Financial first reported a position in JPMorgan Chase in Q4 2014 and has held it in 41 quarters since.
  • HRT Financial's JPMorgan Chase position peaked at $160M in Q4 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.