JP Morgan Chase
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JP Morgan Chase’s Helen of Troy HELE Stock Holding History

JP Morgan Chase’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$2.52K – 7563
2025
Q3 		$2.52K Hold
100
– – ﹤0.01% 6873
2025
Q2 		$2.84K Buy
+100
New +$3.07K ﹤0.01% 6491
2021
Q3 		– Sell
-20,300
Closed -$4.63M – 6620
2021
Q2 		$4.63M Buy
+20,300
New +$4.46M ﹤0.01% 3117

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase's HELE Position: Q2 2026 in Review

JP Morgan Chase reduced its Helen of Troy (HELE) stake by 76% in Q2 2026, selling an estimated $3.48M and leaving 45,464 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4497.

JP Morgan Chase first reported a position in HELE in Q2 2013 and has held it in 53 quarters since. The position peaked at $337M in Q4 2021. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • JP Morgan Chase held 45,464 shares of Helen of Troy worth $1.3M as of Q2 2026.
  • JP Morgan Chase sold 147,305 Helen of Troy shares in Q2 2026, an estimated $3.48M.
  • Helen of Troy made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4497 holding.
  • JP Morgan Chase first reported a position in Helen of Troy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Helen of Troy position peaked at $337M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.