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Disclosery

JPMORGAN CHASE & CO: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on HEI, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 91,372 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,372 shares
    Change vs previous 13F +9,693 shares

    <0.01% of the 13F portfolio, value $32,020,753.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 81,679 shares
    Change vs previous 13F -161,104 shares

    <0.01% of the 13F portfolio, value $21,646,786.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 242,783 shares
    Change vs previous 13F -106,678 shares

    0.01% of the 13F portfolio, value $78,562,267.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 349,461 shares
    Change vs previous 13F +10,625 shares

    0.01% of the 13F portfolio, value $112,813,115.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 338,836 shares
    Change vs previous 13F +36,526 shares

    0.01% of the 13F portfolio, value $111,138,208.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 302,310 shares
    Change vs previous 13F +27,179 shares

    0.01% of the 13F portfolio, value $80,774,209.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 275,131 shares
    Change vs previous 13F +57,624 shares

    0.01% of the 13F portfolio, value $65,409,644.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 217,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,873,730.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).