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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase increased its HealthEquity (HQY) stake by 1.6% in Q1 2026, buying an estimated $1.49M and bringing the position to 1,183,411 shares worth $96.4M. The position accounts for 0.01% of the portfolio, ranked #1007.

JP Morgan Chase first reported a position in HQY in Q3 2014 and has held it in 47 quarters since. The position peaked at $180M in Q1 2022. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • JP Morgan Chase held 1,183,411 shares of HealthEquity worth $96.4M as of Q1 2026.
  • JP Morgan Chase bought 18,100 HealthEquity shares in Q1 2026, an estimated $1.49M.
  • HealthEquity made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1007 holding.
  • JP Morgan Chase first reported a position in HealthEquity in Q3 2014 and has held it in 47 quarters since.
  • JP Morgan Chase's HealthEquity position peaked at $180M in Q1 2022.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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