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
Q2 		$826K Buy
25,943
+692
+3% +$19.9K ﹤0.01% 4806
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase's HBT Position: Q2 2026 in Review

JP Morgan Chase increased its HBT Financial (HBT) stake by 2.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 25,943 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #4806.

JP Morgan Chase first reported a position in HBT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.06M in Q1 2021. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • JP Morgan Chase held 25,943 shares of HBT Financial worth $826K as of Q2 2026.
  • JP Morgan Chase bought 692 HBT Financial shares in Q2 2026, an estimated $19.9K.
  • HBT Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4806 holding.
  • JP Morgan Chase first reported a position in HBT Financial in Q4 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's HBT Financial position peaked at $2.06M in Q1 2021.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.