JP Morgan Chase
HRB icon

JP Morgan Chase’s H&R Block HRB Stock Holding History

JP Morgan Chase’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.3K Sell
2,000
-2,200
-52% -$76.7K ﹤0.01% 6085
2025
Q4 		$183K Sell
4,200
-5,800
-58% -$271K ﹤0.01% 5588
2025
Q3 		$506K Buy
+10,000
New +$528K ﹤0.01% 5034
2025
Q1 		– Sell
-900
Closed -$47.6K – 7491
2024
Q4 		$47.6K Buy
+900
New +$52.9K ﹤0.01% 6032
2023
Q2 		– Sell
-100
Closed -$4K – 7087
2023
Q1 		$4K Buy
+100
New +$3.7K ﹤0.01% 6285
2015
Q3 		– Sell
-16,000
Closed -$474K – 3983
2015
Q2 		$474K Buy
+16,000
New +$502K ﹤0.01% 3573

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase reduced its H&R Block (HRB) stake by 10% in Q1 2026, selling an estimated $2.27M and leaving 566,410 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

JP Morgan Chase first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $97M in Q3 2018. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • JP Morgan Chase held 566,410 shares of H&R Block worth $17.9M as of Q1 2026.
  • JP Morgan Chase sold 65,101 H&R Block shares in Q1 2026, an estimated $2.27M.
  • H&R Block made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2168 holding.
  • JP Morgan Chase first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's H&R Block position peaked at $97M in Q3 2018.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

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