JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

HELE — Helen Of Troy Ltd

Top Portfolio Positions

4,161 positions · $1,220,817,124,272 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.40%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.82%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	168,937,577	$35,184,629,150	2.88%
SPY	Spdr S&P 500 ETF Trust	45,790,886	$29,779,644,796	2.44%
META	Meta Platforms, Inc. Communication Services	50,180,811	$28,709,947,385	2.35%
AVGO	Broadcom Inc. Technology	91,782,808	$28,407,696,893	2.33%
MCD	Mcdonalds Corp Consumer Cyclical	74,571,258	$23,176,001,260	1.90%
NEE	Nextera Energy Inc Utilities	221,191,561	$20,544,272,176	1.68%
GOOGL	Alphabet Inc. Communication Services	70,925,551	$20,395,351,436	1.67%

Portfolio Trend

25 quarters · across all stocks

Holdings in HELE

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,779,727	192,769	+5.8%	Shares	Defined	2026-05-13
2025-12-31	$3,870,155	182,125	-24.8%	Shares	Defined	2026-02-11
2025-09-30	$6,102,733	242,172	+1961.4%	Shares	Defined	2025-11-26
2025-06-30	$333,406	11,748	-94.3%	Shares	Other	2025-08-12
2025-03-31	$11,032,685	206,257	+129.0%	Shares	Defined	2025-05-12
2024-12-31	$5,389,484	90,080	+7.4%	Shares	Defined	2025-02-12
2024-09-30	$5,188,532	83,889	+7.6%	Shares	Defined	2024-12-26
2024-06-30	$7,230,843	77,969	-90.1%	Shares	Defined	2024-12-26
2024-03-31	$90,518,021	785,474	+1.1%	Shares	Defined	2024-12-26
2023-12-31	$93,859,219	776,916	-23.4%	Shares	Defined	2024-12-26
2023-09-30	$118,296,508	1,014,898	-7.6%	Shares	Sole	2023-11-14
2023-06-30	$118,593,858	1,097,888	-26.7%	Shares	Defined	2023-08-11
2023-03-31	$142,618,333	1,498,564	+28.1%	Shares	Defined	2023-05-18
2022-12-31	$129,739,521	1,169,773	+7.9%	Shares	Defined	2023-02-13
2022-09-30	$104,537,871	1,083,968	-0.6%	Shares	Defined	2022-11-14
2022-06-30	$177,175,340	1,090,914	-23.4%	Shares	Other	2022-08-11
2022-03-31	$278,766,683	1,423,441	+3.2%	Shares	Defined	2022-05-11
2021-12-31	$337,062,274	1,378,747	+7.4%	Shares	Defined	2022-02-11
2021-09-30	$288,311,171	1,283,208	-11.2%	Shares	Defined	2021-11-12
2021-06-30	$329,557,206	1,444,666	+10.6%	Shares	Defined	2021-08-12
2021-03-31	$275,285,640	1,306,777	+0.4%	Shares	Defined	2021-05-12
2020-12-31	$289,264,270	1,301,878	+11.9%	Shares	Defined	2021-02-19
2020-09-30	$225,052,534	1,162,942	+69.2%	Shares	Defined	2020-11-12
2020-06-30	$129,600,490	687,317	+37.0%	Shares	Defined	2020-08-11
2020-03-31	$72,255,384	501,669	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.