JP Morgan Chase
HLIO icon

JP Morgan Chase’s Helios Technologies HLIO Stock Holding History

JP Morgan Chase’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Buy
75,187
+40,934
+120% +$3.14M ﹤0.01% 3150
2026
Q1 		$2.15M Buy
34,253
+8,308
+32% +$557K ﹤0.01% 4046
2025
Q4 		$1.39M Buy
25,945
+306
+1% +$16.5K ﹤0.01% 4379
2025
Q3 		$1.34M Sell
25,639
-64,787
-72% -$3.03M ﹤0.01% 4375
2025
Q2 		$3.02M Buy
90,426
+53,211
+143% +$1.6M ﹤0.01% 3596
2025
Q1 		$1.19M Sell
37,215
-78,327
-68% -$3.16M ﹤0.01% 4228
2024
Q4 		$5.16M Buy
115,542
+56,113
+94% +$2.78M ﹤0.01% 3308
2024
Q3 		$2.83M Sell
59,429
-18,506
-24% -$814K ﹤0.01% 3697
2024
Q2 		$3.72M Sell
77,935
-17,505
-18% -$838K ﹤0.01% 3273
2024
Q1 		$4.27M Buy
95,440
+15,138
+19% +$650K ﹤0.01% 3230
2023
Q4 		$3.64M Buy
80,302
+31,564
+65% +$1.46M ﹤0.01% 3365
2023
Q3 		$2.7M Sell
48,738
-7,539
-13% -$448K ﹤0.01% 3319
2023
Q2 		$3.72M Buy
56,277
+3,967
+8% +$235K ﹤0.01% 3098
2023
Q1 		$3.42M Buy
52,310
+8,056
+18% +$524K ﹤0.01% 3115
2022
Q4 		$2.41M Buy
44,254
+3,500
+9% +$189K ﹤0.01% 3417
2022
Q3 		$2.06M Buy
40,754
+295
+0.7% +$17.8K ﹤0.01% 3434
2022
Q2 		$2.68M Buy
40,459
+2,387
+6% +$166K ﹤0.01% 3307
2022
Q1 		$3.06M Sell
38,072
-35,146
-48% -$2.8M ﹤0.01% 3421
2021
Q4 		$7.7M Buy
73,218
+40,549
+124% +$3.94M ﹤0.01% 2680
2021
Q3 		$2.68M Sell
32,669
-37,852
-54% -$3.09M ﹤0.01% 3538
2021
Q2 		$5.5M Sell
70,521
-8,838
-11% -$647K ﹤0.01% 2967
2021
Q1 		$5.78M Buy
79,359
+16,679
+27% +$1.07M ﹤0.01% 2844
2020
Q4 		$3.34M Buy
62,680
+39,956
+176% +$1.88M ﹤0.01% 3119
2020
Q3 		$839K Buy
22,724
+12,045
+113% +$467K ﹤0.01% 3739
2020
Q2 		$397K Sell
10,679
-3,490
-25% -$119K ﹤0.01% 3945
2020
Q1 		$538K Sell
14,169
-17,403
-55% -$741K ﹤0.01% 3780
2019
Q4 		$1.46M Buy
31,572
+21,967
+229% +$942K ﹤0.01% 3609
2019
Q3 		$390K Buy
9,605
+1,558
+19% +$67.8K ﹤0.01% 4289
2019
Q2 		$362K Buy
8,047
+1,020
+15% +$47.6K ﹤0.01% 4381
2019
Q1 		$327K Sell
7,027
-2,361
-25% -$94.3K ﹤0.01% 4405
2018
Q4 		$312K Buy
9,388
+266
+3% +$11.2K ﹤0.01% 4373
2018
Q3 		$500K Buy
9,122
+817
+10% +$41.4K ﹤0.01% 4282
2018
Q2 		$400K Buy
8,305
+267
+3% +$13.5K ﹤0.01% 4275
2018
Q1 		$431K Buy
8,038
+623
+8% +$36.7K ﹤0.01% 4075
2017
Q4 		$480K Buy
7,415
+5,215
+237% +$305K ﹤0.01% 4089
2017
Q3 		$119K Hold
2,200
– – ﹤0.01% 4255
2017
Q2 		$94K Sell
2,200
-18,421
-89% -$742K ﹤0.01% 4195
2017
Q1 		$744K Sell
20,621
-12,989
-39% -$487K ﹤0.01% 3539
2016
Q4 		$1.34M Buy
33,610
+33,310
+11,103% +$1.19M ﹤0.01% 3302
2016
Q3 		$10K Buy
+300
New +$9.06K ﹤0.01% 4295
2013
Q4 		– Sell
-8,683
Closed -$315K – 4151
2013
Q3 		$315K Sell
8,683
-1,639
-16% -$53.6K ﹤0.01% 3848
2013
Q2 		$323K Buy
+10,322
New +$329K ﹤0.01% 3786

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

JP Morgan Chase increased its Helios Technologies (HLIO) stake by 120% in Q2 2026, buying an estimated $3.14M and bringing the position to 75,187 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

JP Morgan Chase first reported a position in HLIO in Q2 2013 and has held it in 42 quarters since. The position peaked at $7.7M in Q4 2021. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • JP Morgan Chase held 75,187 shares of Helios Technologies worth $6.85M as of Q2 2026.
  • JP Morgan Chase bought 40,934 Helios Technologies shares in Q2 2026, an estimated $3.14M.
  • Helios Technologies made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3150 holding.
  • JP Morgan Chase first reported a position in Helios Technologies in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Chase's Helios Technologies position peaked at $7.7M in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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