JP Morgan Chase’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

JP Morgan Chase’s Portfolio HEEM Stock Details HEEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,633	Closed	-$44.1K	–	7477
2024 Q4	$44.1K	Buy	+1,633	New	+$45.9K	﹤0.01%	6058
2024 Q2	–	Sell	-10,000	Closed	-$257K	–	7533
2024 Q1	$257K	Sell	10,000 -486	-5%	-$12K	﹤0.01%	5209
2023 Q4	$258K	Buy	+10,486	New	+$251K	﹤0.01%	5223
2023 Q3	–	Sell	-333	Closed	-$8.17K	–	7566
2023 Q2	$8.17K	Sell	333 -1,472	-82%	-$35.4K	﹤0.01%	6093
2023 Q1	$43.4K	Sell	1,805 -1,714	-49%	-$41.4K	﹤0.01%	5752
2022 Q4	$81K	Buy	+3,519	New	+$83K	﹤0.01%	5434
2017 Q1	–	Sell	-2,751	Closed	-$58K	–	5124
2016 Q4	$58K	Sell	2,751 -2,221	-45%	-$47.8K	﹤0.01%	4520
2016 Q3	$110K	Buy	+4,972	New	+$108K	﹤0.01%	3843
2016 Q1	–	Sell	-4,739	Closed	-$95K	–	4785
2015 Q4	$95K	Buy	+4,739	New	+$102K	﹤0.01%	3792

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

JP Morgan Chase's HEEM Position: Q1 2025 in Review

JP Morgan Chase sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2025, closing a stake of 1,633 shares — an estimated $44.1K sold.

JP Morgan Chase first reported a position in HEEM in Q4 2015 and held it in 9 quarters. The position peaked at $258K in Q4 2023. 41 funds tracked by Wall St. Rank hold HEEM as of Q1 2025.

JP Morgan Chase reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2025 after selling out during the quarter.
JP Morgan Chase sold 1,633 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2025, an estimated $44.1K.
JP Morgan Chase first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2015 and held it in 9 quarters.
JP Morgan Chase's iShares Currency Hedged MSCI Emerging Markets position peaked at $258K in Q4 2023.
41 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.