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
2017
Q2 		– Sell
-36,000
Closed -$1.53M – 5067
2017
Q1 		$1.53M Hold
36,000
– – ﹤0.01% 3190
2016
Q4 		$1.46M Buy
+36,000
New +$1.39M ﹤0.01% 3263

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 $3.38T AUM 44.17% 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. 501 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.
  • 501 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.