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
2023
Q2 		– Sell
-4,000
Closed -$381K – 7082
2023
Q1 		$381K Buy
+4,000
New +$428K ﹤0.01% 4661
2021
Q3 		– Sell
-23,500
Closed -$5.36M – 6621
2021
Q2 		$5.36M Buy
+23,500
New +$5.17M ﹤0.01% 2990

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

JP Morgan Chase's HELE Position: Q1 2026 in Review

JP Morgan Chase increased its Helen of Troy (HELE) stake by 5.8% in Q1 2026, buying an estimated $186K and bringing the position to 192,769 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

JP Morgan Chase first reported a position in HELE in Q2 2013 and has held it in 52 quarters since. The position peaked at $337M in Q4 2021. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • JP Morgan Chase held 192,769 shares of Helen of Troy worth $2.7M as of Q1 2026.
  • JP Morgan Chase bought 10,644 Helen of Troy shares in Q1 2026, an estimated $186K.
  • Helen of Troy made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3880 holding.
  • JP Morgan Chase first reported a position in Helen of Troy in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Helen of Troy position peaked at $337M in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.