JP Morgan Chase
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JP Morgan Chase’s Helix Energy Solutions HLX Stock Holding History

JP Morgan Chase’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.86M Sell
498,348
-25,385
-5% -$216K ﹤0.01% 3332
2025
Q4 		$3.28M Buy
523,733
+31,654
+6% +$210K ﹤0.01% 3690
2025
Q3 		$3.23M Sell
492,079
-12,331
-2% -$77.6K ﹤0.01% 3722
2025
Q2 		$3.15M Sell
504,410
-223,391
-31% -$1.48M ﹤0.01% 3562
2025
Q1 		$6.05M Sell
727,801
-166,762
-19% -$1.4M ﹤0.01% 2993
2024
Q4 		$8.34M Buy
894,563
+284,184
+47% +$2.86M ﹤0.01% 2867
2024
Q3 		$6.78M Sell
610,379
-122,152
-17% -$1.34M ﹤0.01% 2968
2024
Q2 		$8.75M Buy
732,531
+105,385
+17% +$1.18M ﹤0.01% 2568
2024
Q1 		$6.8M Buy
627,146
+326,285
+108% +$3.18M ﹤0.01% 2823
2023
Q4 		$3.09M Sell
300,861
-158,189
-34% -$1.57M ﹤0.01% 3495
2023
Q3 		$5.13M Buy
459,050
+1,226
+0.3% +$11.8K ﹤0.01% 2834
2023
Q2 		$3.38M Sell
457,824
-51,486
-10% -$366K ﹤0.01% 3156
2023
Q1 		$3.94M Buy
509,310
+89,028
+21% +$696K ﹤0.01% 3013
2022
Q4 		$3.1M Buy
420,282
+201,580
+92% +$1.21M ﹤0.01% 3217
2022
Q3 		$845K Buy
218,702
+19,876
+10% +$75.4K ﹤0.01% 4125
2022
Q2 		$616K Sell
198,826
-975,108
-83% -$4.22M ﹤0.01% 4429
2022
Q1 		$5.61M Buy
1,173,934
+717,074
+157% +$2.94M ﹤0.01% 2918
2021
Q4 		$1.43M Buy
456,860
+68,758
+18% +$254K ﹤0.01% 4122
2021
Q3 		$1.51M Sell
388,102
-436,840
-53% -$1.8M ﹤0.01% 3996
2021
Q2 		$4.71M Sell
824,942
-292,784
-26% -$1.54M ﹤0.01% 3105
2021
Q1 		$5.64M Buy
1,117,726
+364,754
+48% +$1.82M ﹤0.01% 2864
2020
Q4 		$3.16M Buy
752,972
+535,863
+247% +$1.79M ﹤0.01% 3160
2020
Q3 		$527K Buy
217,109
+64,758
+43% +$236K ﹤0.01% 3959
2020
Q2 		$529K Sell
152,351
-332,245
-69% -$899K ﹤0.01% 3825
2020
Q1 		$794K Sell
484,596
-12,891
-3% -$84.9K ﹤0.01% 3557
2019
Q4 		$4.79M Sell
497,487
-394,770
-44% -$3.42M ﹤0.01% 2713
2019
Q3 		$7.19M Buy
892,257
+621,907
+230% +$5.02M ﹤0.01% 2389
2019
Q2 		$2.29M Sell
270,350
-37,691
-12% -$293K ﹤0.01% 3288
2019
Q1 		$2.44M Sell
308,041
-522,056
-63% -$3.74M ﹤0.01% 3203
2018
Q4 		$4.49M Buy
830,097
+35,815
+5% +$292K ﹤0.01% 2660
2018
Q3 		$7.85M Sell
794,282
-12,145
-2% -$111K ﹤0.01% 2401
2018
Q2 		$6.72M Buy
806,427
+370,771
+85% +$2.72M ﹤0.01% 2456
2018
Q1 		$2.52M Sell
435,656
-5,870
-1% -$41.1K ﹤0.01% 3099
2017
Q4 		$3.33M Sell
441,526
-7,872
-2% -$55.7K ﹤0.01% 2992
2017
Q3 		$3.31M Sell
449,398
-67,917
-13% -$430K ﹤0.01% 2860
2017
Q2 		$2.92M Buy
517,315
+121,672
+31% +$736K ﹤0.01% 2822
2017
Q1 		$3.07M Sell
395,643
-375,399
-49% -$3.02M ﹤0.01% 2770
2016
Q4 		$6.8M Sell
771,042
-259,935
-25% -$2.51M ﹤0.01% 2207
2016
Q3 		$8.38M Buy
1,030,977
+98,096
+11% +$743K ﹤0.01% 1898
2016
Q2 		$6.31M Sell
932,881
-1,704,689
-65% -$12.3M ﹤0.01% 2137
2016
Q1 		$14.8M Sell
2,637,570
-81,142
-3% -$342K ﹤0.01% 1533
2015
Q4 		$14.3M Buy
2,718,712
+183,725
+7% +$1.07M ﹤0.01% 1573
2015
Q3 		$12.1M Buy
2,534,987
+39,611
+2% +$316K ﹤0.01% 1613
2015
Q2 		$31.5M Buy
2,495,376
+774,247
+45% +$12.2M 0.01% 1137
2015
Q1 		$25.7M Buy
1,721,129
+56,280
+3% +$950K 0.01% 1265
2014
Q4 		$36.1M Sell
1,664,849
-86,319
-5% -$2.05M 0.01% 1116
2014
Q3 		$38.6M Buy
1,751,168
+12,971
+0.7% +$331K 0.01% 1041
2014
Q2 		$45.7M Sell
1,738,197
-26,428
-1% -$629K 0.01% 898
2014
Q1 		$40.6M Buy
1,764,625
+73,263
+4% +$1.63M 0.01% 921
2013
Q4 		$39.2M Sell
1,691,362
-20,717
-1% -$483K 0.01% 939
2013
Q3 		$43.4M Buy
1,712,079
+54,635
+3% +$1.4M 0.01% 870
2013
Q2 		$38.2M Buy
+1,657,444
New +$38.7M 0.01% 867

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase reduced its Helix Energy Solutions (HLX) stake by 4.8% in Q1 2026, selling an estimated $216K and leaving 498,348 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3332.

JP Morgan Chase first reported a position in HLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.7M in Q2 2014. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

  • JP Morgan Chase held 498,348 shares of Helix Energy Solutions worth $4.86M as of Q1 2026.
  • JP Morgan Chase sold 25,385 Helix Energy Solutions shares in Q1 2026, an estimated $216K.
  • Helix Energy Solutions made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3332 holding.
  • JP Morgan Chase first reported a position in Helix Energy Solutions in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Helix Energy Solutions position peaked at $45.7M in Q2 2014.
  • 274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

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