JPMorgan Chase & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Buy |
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|
2025
Q1 | $79.9M | Sell |
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|
2024
Q4 | $103M | Sell |
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|
2024
Q3 | $99.5M | Sell |
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|
2024
Q2 | $127M | Sell |
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|
2024
Q1 | $125M | Sell |
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|
2023
Q4 | $139M | Sell |
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|
2023
Q3 | $170M | Sell |
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|
2023
Q2 | $159M | Buy |
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|
2023
Q1 | $145M | Buy |
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|
2022
Q4 | $132M | Sell |
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|
2022
Q3 | $144M | Sell |
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|
2022
Q2 | $151M | Sell |
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|
2022
Q1 | $180M | Buy |
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|
2021
Q4 | $114M | Buy |
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|
2021
Q3 | $129M | Buy |
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|
2021
Q2 | $159M | Sell |
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|
2021
Q1 | $137M | Sell |
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|
2020
Q4 | $145M | Buy |
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|
2020
Q3 | $94.5M | Buy |
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|
2020
Q2 | $78M | Buy |
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|
2020
Q1 | $63.4M | Buy |
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|
2019
Q4 | $77.3M | Buy |
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|
2019
Q3 | $57.8M | Buy |
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|
2019
Q2 | $59.1M | Buy |
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|
2019
Q1 | $60.3M | Sell |
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|
2018
Q4 | $51.9M | Sell |
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|
2018
Q3 | $94.9M | Sell |
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|
2018
Q2 | $80.5M | Sell |
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|
2018
Q1 | $74.4M | Buy |
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|
2017
Q4 | $53.7M | Buy |
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|
2017
Q3 | $49.4M | Buy |
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|
2017
Q2 | $47.9M | Buy |
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|
2017
Q1 | $37.1M | Sell |
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|
2016
Q4 | $39.2M | Buy |
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|
2016
Q3 | $25.6M | Buy |
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|
2016
Q2 | $15M | Buy |
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|
2016
Q1 | $12.1M | Buy |
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|
2015
Q4 | $10.5M | Buy |
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|
2015
Q3 | $10.3M | Buy |
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|
2015
Q2 | $10.8M | Hold |
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|
2015
Q1 | $8.41M | Buy |
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|
2014
Q4 | $8.26M | Buy |
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|
2014
Q3 | $5.74M | Buy |
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