JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

HLIO — Helios Technologies, Inc.

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,216,510	34,253	+32.0%	Shares	Defined	2026-05-13
2025-12-31	$1,387,797	25,945	+1.2%	Shares	Defined	2026-02-11
2025-09-30	$1,336,559	25,639	-71.6%	Shares	Defined	2025-11-26
2025-06-30	$3,017,514	90,426	+143.0%	Shares	Defined	2025-08-12
2025-03-31	$1,194,227	37,215	-67.8%	Shares	Defined	2025-05-12
2024-12-31	$5,157,793	115,542	+94.4%	Shares	Defined	2025-02-12
2024-09-30	$2,834,761	59,429	-23.7%	Shares	Defined	2024-12-26
2024-06-30	$3,721,394	77,935	-18.3%	Shares	Defined	2024-12-26
2024-03-31	$4,265,211	95,440	+18.9%	Shares	Defined	2024-12-26
2023-12-31	$3,641,695	80,302	+64.8%	Shares	Defined	2024-12-26
2023-09-30	$2,703,983	48,738	-13.4%	Shares	Defined	2023-11-14
2023-06-30	$3,719,345	56,277	+7.6%	Shares	Defined	2023-08-11
2023-03-31	$3,421,072	52,310	+18.2%	Shares	Defined	2023-05-18
2022-12-31	$2,409,185	44,254	+8.6%	Shares	Defined	2023-02-13
2022-09-30	$2,062,151	40,754	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$2,680,408	40,459	+6.3%	Shares	Defined	2022-08-11
2022-03-31	$3,055,276	38,072	-48.0%	Shares	Defined	2022-05-11
2021-12-31	$7,700,335	73,218	+124.1%	Shares	Defined	2022-02-11
2021-09-30	$2,682,449	32,669	-53.7%	Shares	Defined	2021-11-12
2021-06-30	$5,504,162	70,521	-11.1%	Shares	Defined	2021-08-12
2021-03-31	$5,782,889	79,359	+26.6%	Shares	Defined	2021-05-12
2020-12-31	$3,340,216	62,680	+175.8%	Shares	Defined	2021-02-19
2020-09-30	$827,153	22,724	+112.8%	Shares	Defined	2020-11-12
2020-06-30	$397,792	10,679	-24.6%	Shares	Defined	2020-08-11
2020-03-31	$537,287	14,169	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.