JWM
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JPL Wealth Management’s HSBC HSBC Stock Holding History

JPL Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.4K Buy
+466
New +$39.5K 0.01% 275
2025
Q4 		– Sell
-580
Closed -$41.2K – 571
2025
Q3 		$41.2K Buy
+580
New +$37.7K 0.01% 272

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JPL Wealth Management's HSBC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in HSBC (HSBC) in Q1 2026: 466 shares worth $38.4K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HSBC as recently as Q3 2025.

JPL Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 2 quarters since. The position peaked at $41.2K in Q3 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • JPL Wealth Management held 466 shares of HSBC worth $38.4K as of Q1 2026.
  • HSBC was a new JPL Wealth Management position in Q1 2026.
  • HSBC made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #275 holding.
  • JPL Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's HSBC position peaked at $41.2K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.