JPMorgan Chase & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Buy |
1,080,794
+176,435
| +20% | +$18.5M | 0.01% | 824 |
|
|
2025
Q1 | $79.9M | Sell |
904,359
-167,907
| -16% | -$14.8M | 0.01% | 955 |
|
|
2024
Q4 | $103M | Sell |
1,072,266
-143,055
| -12% | -$13.7M | 0.01% | 831 |
|
|
2024
Q3 | $99.5M | Sell |
1,215,321
-252,244
| -17% | -$20.6M | 0.01% | 882 |
|
|
2024
Q2 | $127M | Sell |
1,467,565
-68,893
| -4% | -$5.94M | 0.01% | 757 |
|
|
2024
Q1 | $125M | Sell |
1,536,458
-555,490
| -27% | -$45.3M | 0.01% | 781 |
|
|
2023
Q4 | $139M | Sell |
2,091,948
-239,157
| -10% | -$15.9M | 0.01% | 694 |
|
|
2023
Q3 | $170M | Sell |
2,331,105
-182,914
| -7% | -$13.4M | 0.02% | 555 |
|
|
2023
Q2 | $159M | Buy |
2,514,019
+39,589
| +2% | +$2.5M | 0.02% | 600 |
|
|
2023
Q1 | $145M | Buy |
2,474,430
+331,735
| +15% | +$19.5M | 0.02% | 608 |
|
|
2022
Q4 | $132M | Sell |
2,142,695
-8,515
| -0.4% | -$525K | 0.02% | 612 |
|
|
2022
Q3 | $144M | Sell |
2,151,210
-305,801
| -12% | -$20.5M | 0.02% | 551 |
|
|
2022
Q2 | $151M | Sell |
2,457,011
-212,694
| -8% | -$13.1M | 0.02% | 566 |
|
|
2022
Q1 | $180M | Buy |
2,669,705
+81,859
| +3% | +$5.52M | 0.02% | 564 |
|
|
2021
Q4 | $114M | Buy |
2,587,846
+589,509
| +29% | +$26.1M | 0.01% | 760 |
|
|
2021
Q3 | $129M | Buy |
1,998,337
+27,078
| +1% | +$1.75M | 0.02% | 703 |
|
|
2021
Q2 | $159M | Sell |
1,971,259
-44,744
| -2% | -$3.6M | 0.02% | 642 |
|
|
2021
Q1 | $137M | Sell |
2,016,003
-64,011
| -3% | -$4.35M | 0.02% | 665 |
|
|
2020
Q4 | $145M | Buy |
2,080,014
+169,805
| +9% | +$11.8M | 0.02% | 598 |
|
|
2020
Q3 | $94.5M | Buy |
1,910,209
+580,416
| +44% | +$28.7M | 0.02% | 666 |
|
|
2020
Q2 | $78M | Buy |
1,329,793
+76,331
| +6% | +$4.48M | 0.02% | 692 |
|
|
2020
Q1 | $63.4M | Buy |
1,253,462
+210,068
| +20% | +$10.6M | 0.01% | 678 |
|
|
2019
Q4 | $77.3M | Buy |
1,043,394
+31,254
| +3% | +$2.32M | 0.01% | 699 |
|
|
2019
Q3 | $57.8M | Buy |
1,012,140
+106,966
| +12% | +$6.11M | 0.01% | 803 |
|
|
2019
Q2 | $59.1M | Buy |
905,174
+90,605
| +11% | +$5.91M | 0.01% | 807 |
|
|
2019
Q1 | $60.3M | Sell |
814,569
-55,785
| -6% | -$4.13M | 0.01% | 794 |
|
|
2018
Q4 | $51.9M | Sell |
870,354
-135,317
| -13% | -$8.07M | 0.01% | 788 |
|
|
2018
Q3 | $94.9M | Sell |
1,005,671
-65,874
| -6% | -$6.22M | 0.02% | 660 |
|
|
2018
Q2 | $80.5M | Sell |
1,071,545
-157,566
| -13% | -$11.8M | 0.02% | 680 |
|
|
2018
Q1 | $74.4M | Buy |
1,229,111
+78,021
| +7% | +$4.72M | 0.02% | 701 |
|
|
2017
Q4 | $53.7M | Buy |
1,151,090
+158,271
| +16% | +$7.38M | 0.01% | 853 |
|
|
2017
Q3 | $49.4M | Buy |
992,819
+31,147
| +3% | +$1.55M | 0.01% | 855 |
|
|
2017
Q2 | $47.9M | Buy |
961,672
+87,609
| +10% | +$4.37M | 0.01% | 852 |
|
|
2017
Q1 | $37.1M | Sell |
874,063
-93,181
| -10% | -$3.96M | 0.01% | 979 |
|
|
2016
Q4 | $39.2M | Buy |
967,244
+291,695
| +43% | +$11.8M | 0.01% | 937 |
|
|
2016
Q3 | $25.6M | Buy |
675,549
+182,935
| +37% | +$6.92M | 0.01% | 1102 |
|
|
2016
Q2 | $15M | Buy |
492,614
+2,400
| +0.5% | +$72.9K | ﹤0.01% | 1419 |
|
|
2016
Q1 | $12.1M | Buy |
490,214
+70,607
| +17% | +$1.74M | ﹤0.01% | 1505 |
|
|
2015
Q4 | $10.5M | Buy |
419,607
+71,932
| +21% | +$1.8M | ﹤0.01% | 1573 |
|
|
2015
Q3 | $10.3M | Buy |
347,675
+10,900
| +3% | +$322K | ﹤0.01% | 1554 |
|
|
2015
Q2 | $10.8M | Hold |
336,775
| – | – | ﹤0.01% | 1658 |
|
|
2015
Q1 | $8.42M | Buy |
336,775
+12,054
| +4% | +$301K | ﹤0.01% | 1821 |
|
|
2014
Q4 | $8.26M | Buy |
324,721
+11,096
| +4% | +$282K | ﹤0.01% | 1788 |
|
|
2014
Q3 | $5.74M | Buy |
+313,625
| New | +$5.74M | ﹤0.01% | 1951 |
|