JP Morgan Chase
HBT icon

JP Morgan Chase’s HBT Financial HBT Stock Holding History

JP Morgan Chase’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$684K Sell
25,251
-3,609
-13% -$98.3K ﹤0.01% 4810
2025
Q4 		$746K Sell
28,860
-2,495
-8% -$61.6K ﹤0.01% 4782
2025
Q3 		$790K Sell
31,355
-2,107
-6% -$54K ﹤0.01% 4752
2025
Q2 		$844K Sell
33,462
-10,264
-23% -$240K ﹤0.01% 4488
2025
Q1 		$980K Sell
43,726
-2,383
-5% -$56.1K ﹤0.01% 4359
2024
Q4 		$1.01M Buy
46,109
+22,682
+97% +$517K ﹤0.01% 4628
2024
Q3 		$513K Buy
23,427
+8,969
+62% +$196K ﹤0.01% 4875
2024
Q2 		$295K Sell
14,458
-13,540
-48% -$258K ﹤0.01% 4949
2024
Q1 		$533K Buy
27,998
+10,371
+59% +$202K ﹤0.01% 4748
2023
Q4 		$372K Buy
17,627
+8,408
+91% +$162K ﹤0.01% 4980
2023
Q3 		$168K Sell
9,219
-5,699
-38% -$108K ﹤0.01% 5169
2023
Q2 		$275K Sell
14,918
-48,910
-77% -$896K ﹤0.01% 4881
2023
Q1 		$1.26M Sell
63,828
-892
-1% -$18.6K ﹤0.01% 3875
2022
Q4 		$1.27M Sell
64,720
-16,141
-20% -$318K ﹤0.01% 3891
2022
Q3 		$1.47M Sell
80,861
-5,130
-6% -$93.2K ﹤0.01% 3726
2022
Q2 		$1.54M Sell
85,991
-4,050
-4% -$71.2K ﹤0.01% 3751
2022
Q1 		$1.64M Sell
90,041
-16,881
-16% -$321K ﹤0.01% 3915
2021
Q4 		$2M Buy
106,922
+30,279
+40% +$546K ﹤0.01% 3858
2021
Q3 		$1.19M Sell
76,643
-18,993
-20% -$307K ﹤0.01% 4173
2021
Q2 		$1.67M Sell
95,636
-24,446
-20% -$434K ﹤0.01% 3929
2021
Q1 		$2.06M Sell
120,082
-8,300
-6% -$135K ﹤0.01% 3706
2020
Q4 		$1.95M Buy
128,382
+119,914
+1,416% +$1.63M ﹤0.01% 3490
2020
Q3 		$97K Buy
8,468
+347
+4% +$4.25K ﹤0.01% 4705
2020
Q2 		$108K Sell
8,121
-7,378
-48% -$88.4K ﹤0.01% 4535
2020
Q1 		$163K Buy
15,499
+3,970
+34% +$65.1K ﹤0.01% 4350
2019
Q4 		$219K Buy
+11,529
New +$197K ﹤0.01% 4627

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

JP Morgan Chase reduced its HBT Financial (HBT) stake by 13% in Q1 2026, selling an estimated $98.3K and leaving 25,251 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #4810.

JP Morgan Chase first reported a position in HBT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.06M in Q1 2021. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • JP Morgan Chase held 25,251 shares of HBT Financial worth $684K as of Q1 2026.
  • JP Morgan Chase sold 3,609 HBT Financial shares in Q1 2026, an estimated $98.3K.
  • HBT Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4810 holding.
  • JP Morgan Chase first reported a position in HBT Financial in Q4 2019 and has held it in 26 quarters since.
  • JP Morgan Chase's HBT Financial position peaked at $2.06M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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