JP Morgan Chase’s Halliburton HAL Stock Holding History

JP Morgan Chase’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.5M	Sell	1,235,000 -374,000	-23%	-$12.9M	﹤0.01%	1418
2025 Q4	$45.5M	Buy	1,609,000 +297,600	+23%	+$7.86M	﹤0.01%	1430
2025 Q3	$32.3M	Buy	1,311,400 +101,400	+8%	+$2.24M	﹤0.01%	1714
2025 Q2	$24.7M	Buy	1,210,000 +555,000	+85%	+$11.6M	﹤0.01%	1799
2025 Q1	$16.6M	Sell	655,000 -357,200	-35%	-$9.39M	﹤0.01%	2069
2024 Q4	$27.5M	Sell	1,012,200 -350,000	-26%	-$10.2M	﹤0.01%	1742
2024 Q3	$39.6M	Buy	1,362,200 +1,002,000	+278%	+$31.6M	﹤0.01%	1478
2024 Q2	$12.2M	Buy	360,200 +305,200	+555%	+$11.3M	﹤0.01%	2280
2024 Q1	$2.17M	Buy	55,000 +5,000	+10%	+$179K	﹤0.01%	3777
2023 Q4	$1.81M	Sell	50,000 -3,000	-6%	-$115K	﹤0.01%	3913
2023 Q3	$2.15M	Sell	53,000 -5,400	-9%	-$212K	﹤0.01%	3488
2023 Q2	$1.93M	Buy	+58,400	New	+$1.84M	﹤0.01%	3574
2023 Q1	–	Sell	-35,300	Closed	-$1.39M	–	6923
2022 Q4	$1.39M	Buy	35,300 +20,000	+131%	+$708K	﹤0.01%	3841
2022 Q3	$377K	Hold	15,300	–	–	﹤0.01%	4626
2022 Q2	$480K	Hold	15,300	–	–	﹤0.01%	4595
2022 Q1	$579K	Buy	+15,300	New	+$495K	﹤0.01%	4607
2021 Q1	–	Sell	-600,000	Closed	-$11.3M	–	6175
2020 Q4	$11.3M	Hold	600,000	–	–	﹤0.01%	2107
2020 Q3	$7.24M	Hold	600,000	–	–	﹤0.01%	2284
2020 Q2	$7.79M	Hold	600,000	–	–	﹤0.01%	2100
2020 Q1	$4.11M	Sell	600,000 -360,000	-38%	-$6.27M	﹤0.01%	2434
2019 Q4	$23.5M	Hold	960,000	–	–	﹤0.01%	1458
2019 Q3	$18.1M	Sell	960,000 -148,500	-13%	-$3.07M	﹤0.01%	1660
2019 Q2	$25.2M	Buy	1,108,500 +659,100	+147%	+$17.1M	﹤0.01%	1397
2019 Q1	$13.2M	Sell	449,400 -658,900	-59%	-$19.9M	﹤0.01%	1823
2018 Q4	$29.5M	Buy	1,108,300 +480,500	+77%	+$16.2M	0.01%	1198
2018 Q3	$25.4M	Buy	627,800 +130,000	+26%	+$5.38M	﹤0.01%	1476
2018 Q2	$22.4M	Buy	497,800 +18,400	+4%	+$916K	﹤0.01%	1497
2018 Q1	$22.5M	Sell	479,400 -473,800	-50%	-$23.4M	﹤0.01%	1432
2017 Q4	$46.6M	Sell	953,200 -215,400	-18%	-$9.49M	0.01%	1021
2017 Q3	$53.6M	Sell	1,168,600 -183,300	-14%	-$7.68M	0.01%	889
2017 Q2	$57.7M	Sell	1,351,900 -1,986,743	-60%	-$91.2M	0.01%	839
2017 Q1	$164M	Buy	3,338,643 +614,120	+23%	+$33M	0.04%	462
2016 Q4	$147M	Sell	2,724,523 -2,227,477	-45%	-$111M	0.04%	465
2016 Q3	$222M	Hold	4,952,000	–	–	0.05%	343
2016 Q2	$224M	Buy	4,952,000 +4,421,710	+834%	+$182M	0.06%	338
2016 Q1	$18.9M	Sell	530,290 -776,310	-59%	-$25.3M	﹤0.01%	1369
2015 Q4	$44.5M	Sell	1,306,600 -37,000	-3%	-$1.4M	0.01%	862
2015 Q3	$47.5M	Sell	1,343,600 -105,080	-7%	-$4.13M	0.01%	802
2015 Q2	$62.4M	Sell	1,448,680 -170,920	-11%	-$7.87M	0.01%	793
2015 Q1	$71.1M	Sell	1,619,600 -91,093	-5%	-$3.8M	0.02%	752
2014 Q4	$67.3M	Buy	1,710,693 +1,553,528	+988%	+$75.6M	0.02%	795
2014 Q3	$10.1M	Buy	+157,165	New	+$10.8M	﹤0.01%	1912
2014 Q1	–	Sell	-232,800	Closed	-$11.8M	–	3715
2013 Q4	$11.8M	Sell	232,800 -121,400	-34%	-$6.28M	﹤0.01%	1673
2013 Q3	$17.1M	Sell	354,200 -70,900	-17%	-$3.32M	0.01%	1426
2013 Q2	$17.7M	Buy	+425,100	New	+$17.8M	0.01%	1327

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase's HAL Position: Q1 2026 in Review

JP Morgan Chase increased its Halliburton (HAL) stake by 66% in Q1 2026, buying an estimated $38.4M and bringing the position to 2,779,829 shares worth $109M. The position accounts for 0.01% of the portfolio, ranked #938.

JP Morgan Chase first reported a position in HAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $659M in Q1 2015. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

JP Morgan Chase held 2,779,829 shares of Halliburton worth $109M as of Q1 2026.
JP Morgan Chase bought 1,108,323 Halliburton shares in Q1 2026, an estimated $38.4M.
Halliburton made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #938 holding.
JP Morgan Chase first reported a position in Halliburton in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Halliburton position peaked at $659M in Q1 2015.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.