JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Helium Advisors LLC's Holding History (CIK: 0002056653)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,262 Value ($000) $407 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,813 Value ($000) $572 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 4,186 Value ($000) $1,214 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 4,114 Value ($000) $1,009 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 4,106 Value ($000) $984 Avg Close $228.03 Range $198.89 - $249.04