JP Morgan Chase’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9M | Sell |
566,410
-65,101
| -10% | -$2.27M | ﹤0.01% | 2168 |
|
|
2025
Q4 | $27.5M | Sell |
631,511
-18,323
| -3% | -$857K | ﹤0.01% | 1803 |
|
|
2025
Q3 | $32.9M | Sell |
649,834
-89,293
| -12% | -$4.72M | ﹤0.01% | 1698 |
|
|
2025
Q2 | $40.6M | Sell |
739,127
-204,279
| -22% | -$11.8M | ﹤0.01% | 1455 |
|
|
2025
Q1 | $51.8M | Buy |
943,406
+298,989
| +46% | +$16M | ﹤0.01% | 1295 |
|
|
2024
Q4 | $34.1M | Sell |
644,417
-109,870
| -15% | -$6.46M | ﹤0.01% | 1574 |
|
|
2024
Q3 | $47.9M | Buy |
754,287
+25,234
| +3% | +$1.5M | ﹤0.01% | 1355 |
|
|
2024
Q2 | $39.5M | Buy |
729,053
+59,797
| +9% | +$2.98M | ﹤0.01% | 1382 |
|
|
2024
Q1 | $32.9M | Buy |
669,256
+59,474
| +10% | +$2.83M | ﹤0.01% | 1546 |
|
|
2023
Q4 | $29.5M | Buy |
609,782
+10,194
| +2% | +$454K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $25.8M | Sell |
599,588
-141,465
| -19% | -$5.22M | ﹤0.01% | 1493 |
|
|
2023
Q2 | $23.6M | Buy |
741,053
+64,075
| +9% | +$2.07M | ﹤0.01% | 1583 |
|
|
2023
Q1 | $23.9M | Buy |
676,978
+53,054
| +9% | +$1.96M | ﹤0.01% | 1538 |
|
|
2022
Q4 | $22.8M | Sell |
623,924
-131,993
| -17% | -$5.36M | ﹤0.01% | 1573 |
|
|
2022
Q3 | $32.2M | Buy |
755,917
+156,036
| +26% | +$6.6M | 0.01% | 1277 |
|
|
2022
Q2 | $21.2M | Sell |
599,881
-4,140
| -0.7% | -$128K | ﹤0.01% | 1573 |
|
|
2022
Q1 | $15.7M | Buy |
604,021
+23,040
| +4% | +$559K | ﹤0.01% | 1966 |
|
|
2021
Q4 | $13.7M | Buy |
580,981
+113,034
| +24% | +$2.74M | ﹤0.01% | 2156 |
|
|
2021
Q3 | $11.7M | Sell |
467,947
-276,252
| -37% | -$6.88M | ﹤0.01% | 2249 |
|
|
2021
Q2 | $17.5M | Sell |
744,199
-13,267
| -2% | -$314K | ﹤0.01% | 1960 |
|
|
2021
Q1 | $16.5M | Sell |
757,466
-34,591
| -4% | -$654K | ﹤0.01% | 1916 |
|
|
2020
Q4 | $12.6M | Sell |
792,057
-852,218
| -52% | -$14.7M | ﹤0.01% | 2025 |
|
|
2020
Q3 | $26.6M | Buy |
1,644,275
+107,422
| +7% | +$1.58M | ﹤0.01% | 1314 |
|
|
2020
Q2 | $21.9M | Buy |
1,536,853
+476,924
| +45% | +$7.54M | ﹤0.01% | 1317 |
|
|
2020
Q1 | $14.9M | Buy |
1,059,929
+403,490
| +61% | +$8.45M | ﹤0.01% | 1450 |
|
|
2019
Q4 | $15.4M | Sell |
656,439
-1,328,299
| -67% | -$31.9M | ﹤0.01% | 1771 |
|
|
2019
Q3 | $46.9M | Sell |
1,984,738
-677,665
| -25% | -$17.9M | 0.01% | 978 |
|
|
2019
Q2 | $77.2M | Buy |
2,662,403
+958,079
| +56% | +$25.7M | 0.02% | 765 |
|
|
2019
Q1 | $40.8M | Sell |
1,704,324
-1,450,592
| -46% | -$35.7M | 0.01% | 1063 |
|
|
2018
Q4 | $80M | Sell |
3,154,916
-613,912
| -16% | -$16.4M | 0.02% | 705 |
|
|
2018
Q3 | $97M | Buy |
3,768,828
+2,638,607
| +233% | +$66.9M | 0.02% | 704 |
|
|
2018
Q2 | $25.7M | Sell |
1,130,221
-697,124
| -38% | -$18.5M | 0.01% | 1397 |
|
|
2018
Q1 | $46.4M | Sell |
1,827,345
-903,047
| -33% | -$23.8M | 0.01% | 975 |
|
|
2017
Q4 | $71.6M | Buy |
2,730,392
+734,291
| +37% | +$19.1M | 0.02% | 802 |
|
|
2017
Q3 | $54.4M | Sell |
1,996,101
-1,069,483
| -35% | -$31.1M | 0.01% | 883 |
|
|
2017
Q2 | $94.8M | Buy |
3,065,584
+2,182,306
| +247% | +$57.3M | 0.02% | 639 |
|
|
2017
Q1 | $20.5M | Buy |
883,278
+766,763
| +658% | +$17.1M | 0.01% | 1454 |
|
|
2016
Q4 | $2.68M | Buy |
116,515
+66,820
| +134% | +$1.53M | ﹤0.01% | 2883 |
|
|
2016
Q3 | $1.15M | Sell |
49,695
-384,922
| -89% | -$9.01M | ﹤0.01% | 3067 |
|
|
2016
Q2 | $9.99M | Buy |
434,617
+39,114
| +10% | +$870K | ﹤0.01% | 1838 |
|
|
2016
Q1 | $10.4M | Sell |
395,503
-761,662
| -66% | -$23.9M | ﹤0.01% | 1741 |
|
|
2015
Q4 | $38.5M | Buy |
1,157,165
+471,503
| +69% | +$16.8M | 0.01% | 940 |
|
|
2015
Q3 | $24.8M | Sell |
685,662
-563,968
| -45% | -$19.1M | 0.01% | 1133 |
|
|
2015
Q2 | $37.1M | Sell |
1,249,630
-1,332,608
| -52% | -$41.8M | 0.01% | 1034 |
|
|
2015
Q1 | $82.8M | Buy |
2,582,238
+69,337
| +3% | +$2.32M | 0.02% | 696 |
|
|
2014
Q4 | $84.6M | Buy |
2,512,901
+304,978
| +14% | +$9.77M | 0.02% | 704 |
|
|
2014
Q3 | $68.5M | Buy |
2,207,923
+247,740
| +13% | +$8.08M | 0.02% | 771 |
|
|
2014
Q2 | $65.7M | Buy |
1,960,183
+5,161
| +0.3% | +$154K | 0.02% | 726 |
|
|
2014
Q1 | $59M | Sell |
1,955,022
-234,239
| -11% | -$7.03M | 0.02% | 733 |
|
|
2013
Q4 | $63.6M | Sell |
2,189,261
-85,318
| -4% | -$2.42M | 0.02% | 704 |
|
|
2013
Q3 | $60.6M | Buy |
2,274,579
+394,877
| +21% | +$11.5M | 0.02% | 708 |
|
|
2013
Q2 | $52.2M | Buy |
+1,879,702
| New | +$53.6M | 0.02% | 735 |
|
Other funds holding HRB
VPM
VCM
