Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,201,303
+$3,223,452 QoQ
Shares Held
556,757
-1.7% QoQ
Ownership
0.452%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $272,594,938 across 9 Personal Services names. HRB ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,260,921 | $94,370,836 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
803,127 | $56,925,638 | |
| 3 | ANDG |
Andersen Group Inc.
|
1,412,823 | $53,291,682 | |
| 4 | SCI |
Service Corp International
|
333,954 | $25,367,143 | |
| 5 | HRB |
H&R Block Inc
This page
|
556,757 | $21,201,303 | |
| 6 | FTDR |
Frontdoor, Inc.
|
212,253 | $16,468,708 | |
| 7 | CSV |
Carriage Services Inc
|
102,813 | $3,941,849 | |
| 8 | MED |
Medifast Inc
|
92,512 | $981,551 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,201,303 | 556,757 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $17,977,851 | 566,410 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,521,245 | 631,511 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $32,862,100 | 649,834 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $40,570,676 | 739,127 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $51,802,419 | 943,406 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $34,050,990 | 644,417 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $47,934,932 | 754,287 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $39,536,539 | 729,053 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $32,867,158 | 669,256 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $29,495,150 | 609,782 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $25,818,255 | 599,588 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $23,617,355 | 741,053 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $23,863,472 | 676,978 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $22,778,003 | 623,924 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $32,156,705 | 755,917 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,187,794 | 599,881 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,728,704 | 604,021 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $13,687,910 | 580,981 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,698,675 | 467,947 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,473,790 | 744,199 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,512,757 | 757,466 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,562,020 | 792,057 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $26,785,234 | 1,644,275 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $21,946,257 | 1,536,853 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $14,923,796 | 1,059,929 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||