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	$2.96M	Sell	75,400 -754,600	-91%	-$26.1M	﹤0.01%	3789
2025 Q4	$23.5M	Buy	830,000 +621,600	+298%	+$16.4M	﹤0.01%	1928
2025 Q3	$5.13M	Buy	208,400 +128,400	+161%	+$2.84M	﹤0.01%	3340
2025 Q2	$1.63M	Sell	80,000 -260,000	-76%	-$5.45M	﹤0.01%	4058
2025 Q1	$8.63M	Buy	340,000 +23,000	+7%	+$605K	﹤0.01%	2680
2024 Q4	$8.62M	Sell	317,000 -50,900	-14%	-$1.49M	﹤0.01%	2835
2024 Q3	$10.7M	Buy	367,900 +251,200	+215%	+$7.92M	﹤0.01%	2545
2024 Q2	$3.94M	Buy	116,700 +7,900	+7%	+$292K	﹤0.01%	3228
2024 Q1	$4.29M	Buy	108,800 +57,900	+114%	+$2.07M	﹤0.01%	3224
2023 Q4	$1.84M	Buy	50,900 +900	+2%	+$34.6K	﹤0.01%	3895
2023 Q3	$2.02M	Sell	50,000 -22,100	-31%	-$866K	﹤0.01%	3529
2023 Q2	$2.38M	Buy	+72,100	New	+$2.28M	﹤0.01%	3412
2023 Q1	–	Sell	-61,000	Closed	-$2.4M	–	6924
2022 Q4	$2.4M	Hold	61,000	–	–	﹤0.01%	3420
2022 Q3	$1.5M	Sell	61,000 -39,000	-39%	-$1.12M	﹤0.01%	3697
2022 Q2	$3.14M	Buy	100,000 +39,000	+64%	+$1.45M	﹤0.01%	3179
2022 Q1	$2.31M	Buy	+61,000	New	+$1.97M	﹤0.01%	3638
2021 Q1	–	Sell	-80,000	Closed	-$1.51M	–	6176
2020 Q4	$1.51M	Hold	80,000	–	–	﹤0.01%	3689
2020 Q3	$966K	Hold	80,000	–	–	﹤0.01%	3663
2020 Q2	$1.04M	Hold	80,000	–	–	﹤0.01%	3488
2020 Q1	$548K	Sell	80,000 -406,500	-84%	-$7.08M	﹤0.01%	3771
2019 Q4	$11.9M	Hold	486,500	–	–	﹤0.01%	1980
2019 Q3	$9.17M	Hold	486,500	–	–	﹤0.01%	2196
2019 Q2	$11.1M	Sell	486,500 -1,106,900	-69%	-$28.7M	﹤0.01%	2036
2019 Q1	$46.7M	Sell	1,593,400 -1,014,000	-39%	-$30.6M	0.01%	997
2018 Q4	$69.3M	Buy	2,607,400 +1,775,100	+213%	+$59.9M	0.02%	763
2018 Q3	$33.7M	Buy	832,300 +15,200	+2%	+$629K	0.01%	1271
2018 Q2	$36.8M	Buy	817,100 +97,200	+14%	+$4.84M	0.01%	1156
2018 Q1	$33.8M	Sell	719,900 -2,290,400	-76%	-$113M	0.01%	1174
2017 Q4	$147M	Sell	3,010,300 -287,300	-9%	-$12.7M	0.03%	502
2017 Q3	$151M	Buy	3,297,600 +55,900	+2%	+$2.34M	0.03%	487
2017 Q2	$138M	Sell	3,241,700 -3,737,304	-54%	-$172M	0.03%	506
2017 Q1	$343M	Buy	6,979,004 +1,729,100	+33%	+$93M	0.08%	257
2016 Q4	$284M	Buy	5,249,904 +2,170,904	+71%	+$108M	0.07%	297
2016 Q3	$138M	Buy	3,079,000 +25,000	+0.8%	+$1.09M	0.03%	464
2016 Q2	$138M	Sell	3,054,000 -1,000,000	-25%	-$41.1M	0.03%	467
2016 Q1	$145M	Buy	4,054,000 +3,021,200	+293%	+$98.6M	0.04%	458
2015 Q4	$35.2M	Buy	1,032,800 +300,701	+41%	+$11.3M	0.01%	995
2015 Q3	$25.9M	Buy	732,099 +347,499	+90%	+$13.7M	0.01%	1107
2015 Q2	$16.6M	Buy	384,600 +150,200	+64%	+$6.92M	﹤0.01%	1527
2015 Q1	$10.3M	Sell	234,400 -201,000	-46%	-$8.38M	﹤0.01%	1886
2014 Q4	$17.1M	Buy	435,400 +174,800	+67%	+$8.51M	﹤0.01%	1580
2014 Q3	$16.8M	Buy	260,600 +24,400	+10%	+$1.67M	﹤0.01%	1562
2014 Q2	$16.8M	Buy	+236,200	New	+$15.1M	﹤0.01%	1441
2014 Q1	–	Sell	-5,272,900	Closed	-$268M	–	3716
2013 Q4	$268M	Buy	5,272,900 +763,200	+17%	+$39.5M	0.08%	288
2013 Q3	$217M	Buy	4,509,700 +43,100	+1%	+$2.02M	0.06%	314
2013 Q2	$186M	Buy	+4,466,600	New	+$187M	0.06%	329

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.