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Disclosery

JPMORGAN CHASE & CO: HLIO position timeline

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

JPMORGAN CHASE & CO held 75,187 HLIO 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 75,187 shares
    Change vs previous 13F +40,934 shares

    <0.01% of the 13F portfolio, value $6,845,895.

    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 34,253 shares
    Change vs previous 13F +8,308 shares

    <0.01% of the 13F portfolio, value $2,149,034.

    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 25,945 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $1,387,797.

    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 25,639 shares
    Change vs previous 13F -64,787 shares

    <0.01% of the 13F portfolio, value $1,336,562.

    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 90,426 shares
    Change vs previous 13F +53,211 shares

    <0.01% of the 13F portfolio, value $3,017,516.

    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 37,215 shares
    Change vs previous 13F -78,327 shares

    <0.01% of the 13F portfolio, value $1,194,229.

    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 115,542 shares
    Change vs previous 13F +56,113 shares

    <0.01% of the 13F portfolio, value $5,157,795.

    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 59,429 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,834,764.

    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).