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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Helium Advisors's JPM Position: Q1 2026 in Review

Helium Advisors reduced its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, selling an estimated $6.98K and leaving 1,239 shares worth $364K. The position accounts for 0.35% of the portfolio, ranked #61.

Helium Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Helium Advisors held 1,239 shares of JPMorgan Chase worth $364K as of Q1 2026.
Helium Advisors sold 23 JPMorgan Chase shares in Q1 2026, an estimated $6.98K.
JPMorgan Chase made up 0.35% of Helium Advisors's portfolio in Q1 2026, its #61 holding.
Helium Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's JPMorgan Chase position peaked at $1.21M in Q2 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.