Helium Advisors
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Helium Advisors’s JPMorgan Chase JPM Stock Holding History

Helium Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$301K Sell
911
-330
-27% -$115K 0.26% 84
2026
Q2 		$406K Buy
1,241
+2
+0.2% +$621 0.34% 67
2026
Q1 		$364K Sell
1,239
-23
-2% -$6.98K 0.35% 61
2025
Q4 		$407K Sell
1,262
-551
-30% -$171K 0.41% 51
2025
Q3 		$572K Sell
1,813
-2,373
-57% -$706K 0.48% 42
2025
Q2 		$1.21M Buy
4,186
+72
+2% +$18.4K 0.77% 23
2025
Q1 		$1.01M Buy
4,114
+8
+0.2% +$2.04K 0.73% 26
2024
Q4 		$984K Buy
+4,106
New +$956K 0.78% 29

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Helium Advisors's JPM Position: Q3 2026 in Review

Helium Advisors reduced its JPMorgan Chase (JPM) stake by 27% in Q3 2026, selling an estimated $115K and leaving 911 shares worth $301K. The position accounts for 0.26% of the portfolio, ranked #84.

Helium Advisors first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Helium Advisors held 911 shares of JPMorgan Chase worth $301K as of Q3 2026.
  • Helium Advisors sold 330 JPMorgan Chase shares in Q3 2026, an estimated $115K.
  • JPMorgan Chase made up 0.26% of Helium Advisors's portfolio in Q3 2026, its #84 holding.
  • Helium Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • Helium Advisors's JPMorgan Chase position peaked at $1.21M in Q2 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.