JP Morgan Chase’s H&E Equipment Services HEES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-101,936	Closed	-$1.71M	–	5054
2016 Q3	$1.71M	Buy	+101,936	New	+$1.75M	﹤0.01%	2888

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

JP Morgan Chase's HEES Position: Q2 2025 in Review

JP Morgan Chase sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 230,723 shares — an estimated $21.9M sold.

JP Morgan Chase first reported a position in HEES in Q2 2013 and held it in 43 quarters. The position peaked at $40M in Q4 2019. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

JP Morgan Chase reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 230,723 H&E Equipment Services shares in Q2 2025, an estimated $21.9M.
JP Morgan Chase first reported a position in H&E Equipment Services in Q2 2013 and held it in 43 quarters.
JP Morgan Chase's H&E Equipment Services position peaked at $40M in Q4 2019.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.