JP Morgan Chase
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JP Morgan Chase’s Health Catalyst HCAT Stock Holding History

JP Morgan Chase’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-45,900
Closed -$445K – 6736
2022
Q3 		$445K Buy
+45,900
New +$608K ﹤0.01% 4534

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 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

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

JP Morgan Chase reduced its Health Catalyst (HCAT) stake by 9.9% in Q1 2026, selling an estimated $141K and leaving 677,949 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #4735.

JP Morgan Chase first reported a position in HCAT in Q3 2019 and has held it in 27 quarters since. The position peaked at $26.3M in Q2 2023. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • JP Morgan Chase held 677,949 shares of Health Catalyst worth $800K as of Q1 2026.
  • JP Morgan Chase sold 74,857 Health Catalyst shares in Q1 2026, an estimated $141K.
  • Health Catalyst made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4735 holding.
  • JP Morgan Chase first reported a position in Health Catalyst in Q3 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's Health Catalyst position peaked at $26.3M in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

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