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Disclosery

JPMORGAN CHASE & CO: HLI position timeline

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

JPMORGAN CHASE & CO held 148,128 HLI 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 148,128 shares
    Change vs previous 13F -10,336 shares

    <0.01% of the 13F portfolio, value $20,023,949.

    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 158,464 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $22,351,347.

    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 158,530 shares
    Change vs previous 13F -16,165 shares

    <0.01% of the 13F portfolio, value $27,614,340.

    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 174,695 shares
    Change vs previous 13F +14,483 shares

    <0.01% of the 13F portfolio, value $35,868,378.

    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 160,212 shares
    Change vs previous 13F -41,578 shares

    <0.01% of the 13F portfolio, value $28,830,150.

    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 201,790 shares
    Change vs previous 13F +70,694 shares

    <0.01% of the 13F portfolio, value $32,589,088.

    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 131,096 shares
    Change vs previous 13F +9,914 shares

    <0.01% of the 13F portfolio, value $22,766,131.

    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 121,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,149,179.

    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).