JPMORGAN CHASE & CO - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$170,287,220
+7.3%
2,331,105
-7.3%
0.02%
+11.8%
Q2 2023$158,735,159
+9.3%
2,514,019
+1.6%
0.02%
-5.6%
Q1 2023$145,273,000
+109892.0%
2,474,430
+15.5%
0.02%
+5.9%
Q4 2022$132,076
-99.9%
2,142,695
-0.4%
0.02%
-19.0%
Q3 2022$144,497,000
-4.2%
2,151,210
-12.4%
0.02%0.0%
Q2 2022$150,837,000
-16.2%
2,457,011
-8.0%
0.02%
-4.5%
Q1 2022$180,045,000
+57.3%
2,669,705
+3.2%
0.02%
+69.2%
Q4 2021$114,487,000
-11.5%
2,587,846
+29.5%
0.01%
-18.8%
Q3 2021$129,411,000
-18.4%
1,998,337
+1.4%
0.02%
-15.8%
Q2 2021$158,647,000
+15.7%
1,971,259
-2.2%
0.02%
+5.6%
Q1 2021$137,088,000
-5.5%
2,016,003
-3.1%
0.02%
-14.3%
Q4 2020$144,998,000
+53.5%
2,080,014
+8.9%
0.02%
+31.2%
Q3 2020$94,479,000
+21.1%
1,910,209
+43.6%
0.02%
+6.7%
Q2 2020$78,020,000
+23.0%
1,329,793
+6.1%
0.02%0.0%
Q1 2020$63,413,000
-17.9%
1,253,462
+20.1%
0.02%
+7.1%
Q4 2019$77,285,000
+33.6%
1,043,394
+3.1%
0.01%
+16.7%
Q3 2019$57,838,000
-2.1%
1,012,140
+11.8%
0.01%0.0%
Q2 2019$59,082,000
-2.0%
905,174
+11.1%
0.01%0.0%
Q1 2019$60,262,000
+16.1%
814,569
-6.4%
0.01%0.0%
Q4 2018$51,916,000
-45.3%
870,354
-13.5%
0.01%
-33.3%
Q3 2018$94,945,000
+18.0%
1,005,671
-6.1%
0.02%
+5.9%
Q2 2018$80,472,000
+8.1%
1,071,545
-12.8%
0.02%
+6.2%
Q1 2018$74,411,000
+38.5%
1,229,111
+6.8%
0.02%
+45.5%
Q4 2017$53,710,000
+8.7%
1,151,090
+15.9%
0.01%0.0%
Q3 2017$49,422,000
+3.1%
992,819
+3.2%
0.01%0.0%
Q2 2017$47,921,000
+29.2%
961,672
+10.0%
0.01%
+37.5%
Q1 2017$37,104,000
-5.3%
874,063
-9.6%
0.01%
-11.1%
Q4 2016$39,192,000
+53.3%
967,244
+43.2%
0.01%
+50.0%
Q3 2016$25,570,000
+70.8%
675,549
+37.1%
0.01%
+50.0%
Q2 2016$14,968,000
+23.8%
492,614
+0.5%
0.00%
+33.3%
Q1 2016$12,094,000
+15.0%
490,214
+16.8%
0.00%0.0%
Q4 2015$10,519,000
+2.4%
419,607
+20.7%
0.00%0.0%
Q3 2015$10,273,000
-4.8%
347,675
+3.2%
0.00%0.0%
Q2 2015$10,794,000
+28.3%
336,7750.0%0.00%
+50.0%
Q1 2015$8,415,000
+1.8%
336,775
+3.7%
0.00%0.0%
Q4 2014$8,264,000
+43.9%
324,721
+3.5%
0.00%
+100.0%
Q3 2014$5,743,000313,6250.00%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders