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Disclosery

Helium Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Helium Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Helium Advisors LLC held 1,241 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,241 shares
    Change vs previous 13F +2 shares

    0.34% of the 13F portfolio, value $406,221.

    13F-HR 0002056653-26-000004 filed by Helium Advisors LLC
    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 1,239 shares
    Change vs previous 13F -23 shares

    0.35% of the 13F portfolio, value $364,397.

    13F-HR 0002056653-26-000003 filed by Helium Advisors LLC
    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 1,262 shares
    Change vs previous 13F -551 shares

    0.41% of the 13F portfolio, value $406,799.

    13F-HR 0002056653-26-000001 filed by Helium Advisors LLC
    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 1,813 shares
    Change vs previous 13F -2,373 shares

    0.48% of the 13F portfolio, value $571,787.

    13F-HR 0002056653-25-000005 filed by Helium Advisors LLC
    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 4,186 shares
    Change vs previous 13F +72 shares

    0.77% of the 13F portfolio, value $1,213,530.

    13F-HR 0002056653-25-000002 filed by Helium Advisors LLC
    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 4,114 shares
    Change vs previous 13F +8 shares

    0.73% of the 13F portfolio, value $1,009,205.

    13F-HR 0001510940-25-000001 filed by Helium Advisors LLC
    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 4,106 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $984,348.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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