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Disclosery

JPMORGAN CHASE & CO: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on HQY, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 1,158,837 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,158,837 shares
    Change vs previous 13F -24,574 shares

    0.01% of the 13F portfolio, value $102,097,653.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 1,183,411 shares
    Change vs previous 13F +18,100 shares

    0.01% of the 13F portfolio, value $96,424,327.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,165,311 shares
    Change vs previous 13F -39,766 shares

    0.01% of the 13F portfolio, value $106,754,141.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,205,077 shares
    Change vs previous 13F +124,283 shares

    0.01% of the 13F portfolio, value $114,205,147.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,080,794 shares
    Change vs previous 13F +176,435 shares

    0.01% of the 13F portfolio, value $113,223,980.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 904,359 shares
    Change vs previous 13F -167,907 shares

    0.01% of the 13F portfolio, value $79,918,206.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,072,266 shares
    Change vs previous 13F -143,055 shares

    0.01% of the 13F portfolio, value $102,883,921.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,215,321 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $99,474,024.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).