Skip to main content
Equibles

JPMORGAN CHASE & CO

Position in HLIO — Helios Technologies, Inc.

CIK 19617 NEW YORK, NY
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$6,710,439
+$4,493,929 QoQ
Shares Held
75,187
+119.5% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 67% Shared 0% None 33%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $28,669,668,816 across 63 Specialty Industrial Machinery names. HLIO ranks #37 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 6,253,305 $7,346,757,902
2 ETN
Eaton Corp plc
 16,785,110 $7,152,471,063
3 DOV
DOVER Corp
 14,615,050 $3,277,863,402
4 EMR
Emerson Electric Co
 10,753,147 $1,539,312,985
5 PH
Parker-Hannifin Corp
 1,554,093 $1,520,089,434
6 ROK
Rockwell Automation, Inc
 2,919,588 $1,445,429,618
7 AME
Ametek Inc/
 4,371,879 $1,057,732,395
8 IR
Ingersoll Rand Inc.
 10,642,725 $872,597,012

All Filings in HLIO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,710,439 75,187
2026-03-31 $2,216,510 34,253
2025-12-31 $1,387,797 25,945
2025-09-30 $1,336,559 25,639
2025-06-30 $3,017,514 90,426
2025-03-31 $1,194,227 37,215
2024-12-31 $5,157,793 115,542
2024-09-30 $2,834,761 59,429
2024-06-30 $3,721,394 77,935
2024-03-31 $4,265,211 95,440
2023-12-31 $3,641,695 80,302
2023-09-30 $2,703,983 48,738
2023-06-30 $3,719,345 56,277
2023-03-31 $3,421,072 52,310
2022-12-31 $2,409,185 44,254
2022-09-30 $2,062,151 40,754
2022-06-30 $2,680,408 40,459
2022-03-31 $3,055,276 38,072
2021-12-31 $7,700,335 73,218
2021-09-30 $2,682,449 32,669
2021-06-30 $5,504,162 70,521
2021-03-31 $5,782,889 79,359
2020-12-31 $3,340,216 62,680
2020-09-30 $827,153 22,724
2020-06-30 $397,792 10,679
2020-03-31 $537,287 14,169