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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 		$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 $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.