JP Morgan Chase
HEFA icon

JP Morgan Chase’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

JP Morgan Chase’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201M Buy
4,310,684
+88,421
+2% +$3.98M 0.01% 750
2026
Q1 		$175M Sell
4,222,263
-136,345
-3% -$5.87M 0.01% 744
2025
Q4 		$180M Sell
4,358,608
-708,033
-14% -$29M 0.01% 705
2025
Q3 		$201M Sell
5,066,641
-1,208,604
-19% -$46.6M 0.01% 693
2025
Q2 		$238M Sell
6,275,245
-2,468,723
-28% -$90.3M 0.02% 628
2025
Q1 		$317M Buy
8,743,968
+3,141,187
+56% +$115M 0.02% 518
2024
Q4 		$195M Buy
5,602,781
+269,656
+5% +$9.5M 0.01% 676
2024
Q3 		$189M Sell
5,333,125
-2,570,431
-33% -$89.3M 0.01% 706
2024
Q2 		$281M Sell
7,903,556
-31,683
-0.4% -$1.11M 0.02% 518
2024
Q1 		$277M Buy
7,935,239
+4,136,859
+109% +$136M 0.02% 550
2023
Q4 		$120M Buy
3,798,380
+2,958,742
+352% +$90.2M 0.01% 806
2023
Q3 		$25.5M Buy
839,638
+442,509
+111% +$13.4M ﹤0.01% 1498
2023
Q2 		$12.3M Sell
397,129
-68,881
-15% -$2.09M ﹤0.01% 2108
2023
Q1 		$13.7M Buy
466,010
+166,869
+56% +$4.82M ﹤0.01% 1983
2022
Q4 		$8.08M Buy
299,141
+120,193
+67% +$3.68M ﹤0.01% 2441
2022
Q3 		$5.35M Sell
178,948
-2,249,321
-93% -$71.7M ﹤0.01% 2686
2022
Q2 		$77.3M Buy
2,428,269
+2,234,303
+1,152% +$74M 0.01% 856
2022
Q1 		$6.58M Buy
193,966
+11,505
+6% +$391K ﹤0.01% 2765
2021
Q4 		$6.45M Sell
182,461
-5,071
-3% -$179K ﹤0.01% 2834
2021
Q3 		$6.45M Buy
187,532
+15,587
+9% +$541K ﹤0.01% 2814
2021
Q2 		$5.96M Sell
171,945
-9,581
-5% -$325K ﹤0.01% 2907
2021
Q1 		$5.98M Sell
181,526
-41
-0% -$1.31K ﹤0.01% 2813
2020
Q4 		$5.53M Sell
181,567
-7,145
-4% -$208K ﹤0.01% 2734
2020
Q3 		$5.22M Sell
188,712
-66,383
-26% -$1.84M ﹤0.01% 2526
2020
Q2 		$7.04M Sell
255,095
-151,302
-37% -$3.96M ﹤0.01% 2184
2020
Q1 		$9.84M Sell
406,397
-196,169
-33% -$5.58M ﹤0.01% 1758
2019
Q4 		$18.4M Sell
602,566
-22,292
-4% -$680K ﹤0.01% 1664
2019
Q3 		$18.7M Sell
624,858
-67,469
-10% -$1.97M ﹤0.01% 1630
2019
Q2 		$20.5M Sell
692,327
-7,173
-1% -$211K ﹤0.01% 1551
2019
Q1 		$20.2M Sell
699,500
-132,480
-16% -$3.68M ﹤0.01% 1529
2018
Q4 		$21.5M Sell
831,980
-529,704
-39% -$14.7M 0.01% 1434
2018
Q3 		$40.8M Buy
1,361,684
+218,990
+19% +$6.46M 0.01% 1136
2018
Q2 		$33.8M Sell
1,142,694
-279,266
-20% -$8.33M 0.01% 1209
2018
Q1 		$40.8M Sell
1,421,960
-8,595
-0.6% -$253K 0.01% 1051
2017
Q4 		$42.5M Buy
1,430,555
+40,746
+3% +$1.21M 0.01% 1068
2017
Q3 		$40M Sell
1,389,809
-736,398
-35% -$20.8M 0.01% 1063
2017
Q2 		$60.4M Buy
2,126,207
+145,481
+7% +$4.11M 0.01% 824
2017
Q1 		$54.5M Buy
1,980,726
+422,475
+27% +$11.4M 0.01% 900
2016
Q4 		$40.7M Buy
1,558,251
+228,415
+17% +$5.79M 0.01% 1011
2016
Q3 		$33M Sell
1,329,836
-35,883,677
-96% -$875M 0.01% 1050
2016
Q2 		$892M Buy
37,213,513
+3,657,027
+11% +$87.8M 0.22% 105
2016
Q1 		$801M Buy
33,556,486
+18,579,557
+124% +$438M 0.21% 115
2015
Q4 		$380M Buy
14,976,929
+14,568,817
+3,570% +$379M 0.1% 241
2015
Q3 		$10M Buy
408,112
+184,685
+83% +$4.88M ﹤0.01% 1768
2015
Q2 		$6.1M Buy
+223,427
New +$6.34M ﹤0.01% 2273

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

JP Morgan Chase's HEFA Position: Q2 2026 in Review

JP Morgan Chase increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.1% in Q2 2026, buying an estimated $3.98M and bringing the position to 4,310,684 shares worth $201M. The position accounts for 0.01% of the portfolio, ranked #750.

JP Morgan Chase first reported a position in HEFA in Q2 2015 and has held it in 45 quarters since. The position peaked at $892M in Q2 2016. 449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

  • JP Morgan Chase held 4,310,684 shares of iShares Currency Hedged MSCI EAFE ETF worth $201M as of Q2 2026.
  • JP Morgan Chase bought 88,421 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $3.98M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #750 holding.
  • JP Morgan Chase first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and has held it in 45 quarters since.
  • JP Morgan Chase's iShares Currency Hedged MSCI EAFE ETF position peaked at $892M in Q2 2016.
  • 449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.