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JP Morgan Private Wealth Advisors’s H&R Block HRB Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-6,157
Closed -$217K – 1662
2023
Q1 		$217K Buy
6,157
+230
+4% +$8.51K ﹤0.01% 1800
2022
Q4 		$216K Buy
5,927
+284
+5% +$11.5K ﹤0.01% 1790
2022
Q3 		$240K Sell
5,643
-1,313
-19% -$55.6K ﹤0.01% 1743
2022
Q2 		$246K Buy
+6,956
New +$215K ﹤0.01% 1748
2020
Q4 		– Sell
-13,338
Closed -$217K – 1722
2020
Q3 		$217K Buy
13,338
+1,502
+13% +$22.1K ﹤0.01% 1494
2020
Q2 		$169K Buy
11,836
+942
+9% +$14.9K ﹤0.01% 1474
2020
Q1 		$153K Buy
+10,894
New +$228K ﹤0.01% 1330
2019
Q3 		– Sell
-8,487
Closed -$249K – 1454
2019
Q2 		$249K Sell
8,487
-2,469
-23% -$66.4K ﹤0.01% 1221
2019
Q1 		$262K Sell
10,956
-202
-2% -$4.96K ﹤0.01% 1273
2018
Q4 		$283K Buy
11,158
+273
+3% +$7.29K ﹤0.01% 1197
2018
Q3 		$280K Sell
10,885
-24,565
-69% -$623K ﹤0.01% 1332
2018
Q2 		$807K Sell
35,450
-43
-0.1% -$1.14K ﹤0.01% 841
2018
Q1 		$902K Sell
35,493
-1,077
-3% -$28.3K 0.01% 672
2017
Q4 		$959K Sell
36,570
-3,031
-8% -$78.7K 0.01% 667
2017
Q3 		$1.05M Buy
39,601
+73
+0.2% +$2.12K 0.01% 621
2017
Q2 		$1.22M Buy
39,528
+470
+1% +$12.3K 0.01% 565
2017
Q1 		$908K Sell
39,058
-18,608
-32% -$416K 0.01% 659
2016
Q4 		$1.33M Sell
57,666
-266
-0.5% -$6.08K 0.01% 524
2016
Q3 		$1.34M Sell
57,932
-3,139
-5% -$73.4K 0.01% 522
2016
Q2 		$1.41M Buy
61,071
+49,133
+412% +$1.09M 0.01% 512
2016
Q1 		$315K Buy
11,938
+413
+4% +$13K ﹤0.01% 931
2015
Q4 		$384K Buy
+11,525
New +$410K ﹤0.01% 776
2014
Q4 		– Sell
-6,459
Closed -$200K – 1112
2014
Q3 		$200K Buy
+6,459
New +$211K ﹤0.01% 983

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HRB Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of H&R Block (HRB) in Q2 2023, closing a stake of 6,157 shares — an estimated $217K sold.

JP Morgan Private Wealth Advisors first reported a position in HRB in Q3 2014 and held it in 23 quarters. The position peaked at $1.41M in Q2 2016. 396 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,157 H&R Block shares in Q2 2023, an estimated $217K.
  • JP Morgan Private Wealth Advisors first reported a position in H&R Block in Q3 2014 and held it in 23 quarters.
  • JP Morgan Private Wealth Advisors's H&R Block position peaked at $1.41M in Q2 2016.
  • 396 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.