Historical position

J.P. Morgan Asset Management’s Halliburton (HAL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

JPMorgan Chase & Co. (consolidated SEC filer)Verified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2015Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares15.01MHighest verified quarter-end share count
Quarters reported4Verified quarters with shares above zero
What happened?

JPMorgan Chase & Co. (consolidated SEC filer) first reported Halliburton in Q1 2015. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2016. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2016
Bought 53.1% more+3.38M shares · 9.75M shares reported after the change
Filing context

Quarter-end price $45.29

Q4 2015
Bought 108.9% more+3.54M shares · 6.79M shares reported after the change
Filing context

Quarter-end price $34.04

Q2 2015
Sold 26.9% of the position−4.04M shares · 10.97M shares remained
Filing context

Quarter-end price $43.07

Q1 2015
Bought 3.5% more+501.68K shares · 15.01M shares reported after the change
Filing context

Quarter-end price $43.88

Portfolio importance

How important was Halliburton in JPMorgan Chase & Co. (consolidated SEC filer)’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.1%Q2 2016
Last reported rank#212Rank unavailable
Peak portfolio weight0.2%Q1 2015
Best historical rank#161Q1 2015
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$32.852026-09-22

Market context only; not an investor transaction price.

Latest filing quarter-end price$45.29Q2 2016

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

View Halliburton stock page →

The reported holdings and portfolio value cover JPMorgan Chase & Co.'s consolidated 13F filing, not J.P. Morgan Asset Management alone, a single fund, or the firm's total assets under management. The displayed holdings and history are bounded selections; weights use the full reported 13F value. Portfolio performance is not published, and position-level estimates remain withheld unless their evidence gates pass.