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JPMORGAN CHASE & CO: HELO position timeline

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

JPMORGAN CHASE & CO held 505,952 HELO 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 505,952 shares
    Change vs previous 13F -37,792 shares

    <0.01% of the 13F portfolio, value $34,086,005.

    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 543,744 shares
    Change vs previous 13F +140,493 shares

    <0.01% of the 13F portfolio, value $34,435,370.

    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 403,251 shares
    Change vs previous 13F -21,766 shares

    <0.01% of the 13F portfolio, value $26,788,008.

    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 425,017 shares
    Change vs previous 13F -919 shares

    <0.01% of the 13F portfolio, value $27,626,117.

    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 425,936 shares
    Change vs previous 13F +20,827 shares

    <0.01% of the 13F portfolio, value $26,655,097.

    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 405,109 shares
    Change vs previous 13F -956,147 shares

    <0.01% of the 13F portfolio, value $24,176,954.

    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 1,361,256 shares
    Change vs previous 13F +1,018,000 shares

    0.01% of the 13F portfolio, value $84,452,337.

    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 343,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,986,712.

    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).