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JPMORGAN CHASE & CO: HALO position timeline

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

JPMORGAN CHASE & CO held 485,922 HALO 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 485,922 shares
    Change vs previous 13F -147,808 shares

    <0.01% of the 13F portfolio, value $37,929,724.

    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 633,730 shares
    Change vs previous 13F +199,193 shares

    <0.01% of the 13F portfolio, value $39,373,645.

    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 434,537 shares
    Change vs previous 13F -333,303 shares

    <0.01% of the 13F portfolio, value $29,244,341.

    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 767,840 shares
    Change vs previous 13F -267,678 shares

    <0.01% of the 13F portfolio, value $56,313,386.

    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 1,035,518 shares
    Change vs previous 13F -1,439,307 shares

    <0.01% of the 13F portfolio, value $53,867,645.

    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 2,474,825 shares
    Change vs previous 13F +87,336 shares

    0.01% of the 13F portfolio, value $157,918,583.

    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 2,387,489 shares
    Change vs previous 13F -477,368 shares

    0.01% of the 13F portfolio, value $114,145,848.

    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 2,864,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $163,984,415.

    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).