JP Morgan Chase
HQY icon

JP Morgan Chase’s HealthEquity HQY Stock Holding History

JP Morgan Chase’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Sell
1,158,837
-24,574
-2% -$2.08M 0.01% 1060
2026
Q1 		$96.4M Buy
1,183,411
+18,100
+2% +$1.49M 0.01% 1007
2025
Q4 		$107M Sell
1,165,311
-39,766
-3% -$3.81M 0.01% 913
2025
Q3 		$114M Buy
1,205,077
+124,283
+11% +$11.7M 0.01% 929
2025
Q2 		$113M Buy
1,080,794
+176,435
+20% +$16.7M 0.01% 888
2025
Q1 		$79.9M Sell
904,359
-167,907
-16% -$17.2M 0.01% 1052
2024
Q4 		$103M Sell
1,072,266
-143,055
-12% -$13.3M 0.01% 920
2024
Q3 		$99.5M Sell
1,215,321
-252,244
-17% -$19.5M 0.01% 956
2024
Q2 		$127M Sell
1,467,565
-68,893
-4% -$5.57M 0.01% 815
2024
Q1 		$125M Sell
1,536,458
-555,490
-27% -$43.4M 0.01% 838
2023
Q4 		$139M Sell
2,091,948
-239,157
-10% -$16.6M 0.01% 750
2023
Q3 		$170M Sell
2,331,105
-182,914
-7% -$12.4M 0.02% 601
2023
Q2 		$159M Buy
2,514,019
+39,589
+2% +$2.3M 0.02% 632
2023
Q1 		$145M Buy
2,474,430
+331,735
+15% +$20.1M 0.02% 653
2022
Q4 		$132M Sell
2,142,695
-8,515
-0.4% -$572K 0.02% 662
2022
Q3 		$144M Sell
2,151,210
-305,801
-12% -$19.4M 0.02% 590
2022
Q2 		$151M Sell
2,457,011
-212,694
-8% -$13.6M 0.02% 600
2022
Q1 		$180M Buy
2,669,705
+81,859
+3% +$4.42M 0.02% 596
2021
Q4 		$114M Buy
2,587,846
+589,509
+29% +$34.3M 0.01% 825
2021
Q3 		$129M Buy
1,998,337
+27,078
+1% +$1.88M 0.02% 747
2021
Q2 		$159M Sell
1,971,259
-44,744
-2% -$3.41M 0.02% 685
2021
Q1 		$137M Sell
2,016,003
-64,011
-3% -$5.03M 0.02% 712
2020
Q4 		$145M Buy
2,080,014
+169,805
+9% +$10.6M 0.02% 637
2020
Q3 		$94.5M Buy
1,910,209
+580,416
+44% +$31.9M 0.02% 718
2020
Q2 		$78M Buy
1,329,793
+76,331
+6% +$4.22M 0.02% 732
2020
Q1 		$63.4M Buy
1,253,462
+210,068
+20% +$13.9M 0.01% 719
2019
Q4 		$77.3M Buy
1,043,394
+31,254
+3% +$1.95M 0.01% 767
2019
Q3 		$57.8M Buy
1,012,140
+106,966
+12% +$7.1M 0.01% 878
2019
Q2 		$59.1M Buy
905,174
+90,605
+11% +$6.31M 0.01% 886
2019
Q1 		$60.3M Sell
814,569
-55,785
-6% -$3.92M 0.01% 874
2018
Q4 		$51.9M Sell
870,354
-135,317
-13% -$10.9M 0.01% 879
2018
Q3 		$94.9M Sell
1,005,671
-65,874
-6% -$5.67M 0.02% 716
2018
Q2 		$80.5M Sell
1,071,545
-157,566
-13% -$11.3M 0.02% 732
2018
Q1 		$74.4M Buy
1,229,111
+78,021
+7% +$4.22M 0.02% 754
2017
Q4 		$53.7M Buy
1,151,090
+158,271
+16% +$7.84M 0.01% 947
2017
Q3 		$49.4M Buy
992,819
+31,147
+3% +$1.45M 0.01% 936
2017
Q2 		$47.9M Buy
961,672
+87,609
+10% +$4.1M 0.01% 927
2017
Q1 		$37.1M Sell
874,063
-93,181
-10% -$4.12M 0.01% 1087
2016
Q4 		$39.2M Buy
967,244
+291,695
+43% +$11.3M 0.01% 1044
2016
Q3 		$25.6M Buy
675,549
+182,935
+37% +$5.8M 0.01% 1220
2016
Q2 		$15M Buy
492,614
+2,400
+0.5% +$63K ﹤0.01% 1592
2016
Q1 		$12.1M Buy
490,214
+70,607
+17% +$1.51M ﹤0.01% 1665
2015
Q4 		$10.5M Buy
419,607
+71,932
+21% +$2.21M ﹤0.01% 1786
2015
Q3 		$10.3M Buy
347,675
+10,900
+3% +$343K ﹤0.01% 1744
2015
Q2 		$10.8M Hold
336,775
– – ﹤0.01% 1880
2015
Q1 		$8.41M Buy
336,775
+12,054
+4% +$261K ﹤0.01% 2014
2014
Q4 		$8.26M Buy
324,721
+11,096
+4% +$241K ﹤0.01% 2074
2014
Q3 		$5.74M Buy
+313,625
New +$6.02M ﹤0.01% 2276

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

JP Morgan Chase reduced its HealthEquity (HQY) stake by 2.1% in Q2 2026, selling an estimated $2.08M and leaving 1,158,837 shares worth $102M. The position accounts for 0.01% of the portfolio, ranked #1060.

JP Morgan Chase first reported a position in HQY in Q3 2014 and has held it in 48 quarters since. The position peaked at $180M in Q1 2022. 498 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • JP Morgan Chase held 1,158,837 shares of HealthEquity worth $102M as of Q2 2026.
  • JP Morgan Chase sold 24,574 HealthEquity shares in Q2 2026, an estimated $2.08M.
  • HealthEquity made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1060 holding.
  • JP Morgan Chase first reported a position in HealthEquity in Q3 2014 and has held it in 48 quarters since.
  • JP Morgan Chase's HealthEquity position peaked at $180M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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