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
2016
Q4 		– Sell
-290,000
Closed -$2.36M – 5055
2016
Q3 		$2.36M Hold
290,000
– – ﹤0.01% 2698
2016
Q2 		$1.96M Buy
+290,000
New +$2.1M ﹤0.01% 2818

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State Street
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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.