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Disclosery

JPMORGAN CHASE & CO: HE position timeline

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

JPMORGAN CHASE & CO held 977,013 HE 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 977,013 shares
    Change vs previous 13F -23,892 shares

    <0.01% of the 13F portfolio, value $13,367,047.

    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 1,000,905 shares
    Change vs previous 13F -1,576 shares

    <0.01% of the 13F portfolio, value $14,763,349.

    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 1,002,481 shares
    Change vs previous 13F -240,851 shares

    <0.01% of the 13F portfolio, value $12,330,517.

    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 1,243,332 shares
    Change vs previous 13F +753,549 shares

    <0.01% of the 13F portfolio, value $13,726,385.

    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 489,783 shares
    Change vs previous 13F -15,929 shares

    <0.01% of the 13F portfolio, value $5,206,394.

    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 505,712 shares
    Change vs previous 13F -395,119 shares

    <0.01% of the 13F portfolio, value $5,537,547.

    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 900,831 shares
    Change vs previous 13F +592,289 shares

    <0.01% of the 13F portfolio, value $8,765,086.

    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 308,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,986,687.

    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).