JP Morgan Chase
HSTM icon

JP Morgan Chase’s HealthStream HSTM Stock Holding History

JP Morgan Chase’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Buy
635,565
+181,827
+40% +$4.26M ﹤0.01% 2344
2026
Q1 		$9.57M Buy
453,738
+841
+0.2% +$17.9K ﹤0.01% 2716
2025
Q4 		$10.4M Buy
452,897
+20,075
+5% +$505K ﹤0.01% 2637
2025
Q3 		$12.2M Buy
432,822
+184,917
+75% +$5.08M ﹤0.01% 2542
2025
Q2 		$6.86M Buy
247,905
+186,231
+302% +$5.5M ﹤0.01% 2873
2025
Q1 		$1.98M Sell
61,674
-42,794
-41% -$1.39M ﹤0.01% 3871
2024
Q4 		$3.32M Buy
104,468
+47,264
+83% +$1.46M ﹤0.01% 3744
2024
Q3 		$1.65M Buy
57,204
+9,017
+19% +$258K ﹤0.01% 4146
2024
Q2 		$1.34M Sell
48,187
-17,390
-27% -$464K ﹤0.01% 4070
2024
Q1 		$1.75M Buy
65,577
+7,423
+13% +$199K ﹤0.01% 3945
2023
Q4 		$1.57M Buy
58,154
+9,821
+20% +$244K ﹤0.01% 4013
2023
Q3 		$1.04M Sell
48,333
-4,153
-8% -$91.7K ﹤0.01% 4040
2023
Q2 		$1.29M Buy
52,486
+3,333
+7% +$82.7K ﹤0.01% 3865
2023
Q1 		$1.33M Buy
49,153
+6,069
+14% +$151K ﹤0.01% 3833
2022
Q4 		$1.07M Buy
43,084
+2,422
+6% +$58.1K ﹤0.01% 3993
2022
Q3 		$864K Sell
40,662
-60
-0.1% -$1.36K ﹤0.01% 4110
2022
Q2 		$884K Buy
40,722
+1,851
+5% +$36.9K ﹤0.01% 4188
2022
Q1 		$773K Sell
38,871
-35,685
-48% -$807K ﹤0.01% 4434
2021
Q4 		$1.97M Buy
74,556
+10,117
+16% +$268K ﹤0.01% 3875
2021
Q3 		$1.84M Buy
64,439
+13,702
+27% +$400K ﹤0.01% 3848
2021
Q2 		$1.42M Buy
50,737
+20,324
+67% +$511K ﹤0.01% 4044
2021
Q1 		$681K Sell
30,413
-3,410
-10% -$81.3K ﹤0.01% 4484
2020
Q4 		$738K Sell
33,823
-6,280
-16% -$126K ﹤0.01% 4139
2020
Q3 		$805K Sell
40,103
-15,859
-28% -$337K ﹤0.01% 3755
2020
Q2 		$1.24M Sell
55,962
-62,408
-53% -$1.45M ﹤0.01% 3393
2020
Q1 		$2.84M Sell
118,370
-125,148
-51% -$3.14M ﹤0.01% 2709
2019
Q4 		$6.62M Sell
243,518
-24,743
-9% -$681K ﹤0.01% 2462
2019
Q3 		$6.95M Buy
268,261
+20,567
+8% +$552K ﹤0.01% 2416
2019
Q2 		$6.45M Buy
247,694
+113,684
+85% +$2.99M ﹤0.01% 2439
2019
Q1 		$3.76M Buy
134,010
+84,479
+171% +$2.22M ﹤0.01% 2825
2018
Q4 		$1.2M Buy
49,531
+17,790
+56% +$461K ﹤0.01% 3628
2018
Q3 		$985K Sell
31,741
-36,334
-53% -$1.09M ﹤0.01% 3929
2018
Q2 		$1.86M Buy
68,075
+33,708
+98% +$894K ﹤0.01% 3468
2018
Q1 		$853K Buy
34,367
+3,533
+11% +$84.9K ﹤0.01% 3769
2017
Q4 		$714K Buy
30,834
+27,486
+821% +$647K ﹤0.01% 3898
2017
Q3 		$78K Buy
+3,348
New +$79.6K ﹤0.01% 4366
2017
Q1 		– Sell
-18,388
Closed -$461K – 5131
2016
Q4 		$461K Buy
+18,388
New +$473K ﹤0.01% 3812
2016
Q3 		– Sell
-2,285
Closed -$61K – 4656
2016
Q2 		$61K Buy
+2,285
New +$53.7K ﹤0.01% 3999
2014
Q1 		– Sell
-33,578
Closed -$1.09M – 3732
2013
Q4 		$1.09M Buy
33,578
+305
+0.9% +$10.4K ﹤0.01% 3108
2013
Q3 		$1.26M Sell
33,273
-14,231
-30% -$464K ﹤0.01% 3122
2013
Q2 		$1.2M Buy
+47,504
New +$1.15M ﹤0.01% 3133

Other funds holding HSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

JP Morgan Chase increased its HealthStream (HSTM) stake by 40% in Q2 2026, buying an estimated $4.26M and bringing the position to 635,565 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

JP Morgan Chase first reported a position in HSTM in Q2 2013 and has held it in 41 quarters since. 219 funds tracked by Wall St. Rank hold HSTM as of Q2 2026.

  • JP Morgan Chase held 635,565 shares of HealthStream worth $17.2M as of Q2 2026.
  • JP Morgan Chase bought 181,827 HealthStream shares in Q2 2026, an estimated $4.26M.
  • HealthStream made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2344 holding.
  • JP Morgan Chase first reported a position in HealthStream in Q2 2013 and has held it in 41 quarters since.
  • 219 funds tracked by Wall St. Rank held HealthStream as of Q2 2026.

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