JP Morgan Chase’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6M | Sell |
81,679
-161,104
| -66% | -$51.9M | ﹤0.01% | 2004 |
|
|
2025
Q4 | $78.6M | Sell |
242,783
-106,678
| -31% | -$33.7M | 0.01% | 1070 |
|
|
2025
Q3 | $113M | Buy |
349,461
+10,625
| +3% | +$3.38M | 0.01% | 933 |
|
|
2025
Q2 | $111M | Buy |
338,836
+36,526
| +12% | +$10.1M | 0.01% | 893 |
|
|
2025
Q1 | $80.8M | Buy |
302,310
+27,179
| +10% | +$6.62M | 0.01% | 1046 |
|
|
2024
Q4 | $65.4M | Buy |
275,131
+57,624
| +26% | +$14.9M | 0.01% | 1156 |
|
|
2024
Q3 | $56.9M | Buy |
217,507
+31,122
| +17% | +$7.53M | ﹤0.01% | 1248 |
|
|
2024
Q2 | $41.7M | Buy |
186,385
+6,774
| +4% | +$1.43M | ﹤0.01% | 1351 |
|
|
2024
Q1 | $34.3M | Buy |
179,611
+77,612
| +76% | +$14.4M | ﹤0.01% | 1512 |
|
|
2023
Q4 | $18.2M | Sell |
101,999
-19,695
| -16% | -$3.33M | ﹤0.01% | 1937 |
|
|
2023
Q3 | $19.7M | Sell |
121,694
-24,584
| -17% | -$4.17M | ﹤0.01% | 1693 |
|
|
2023
Q2 | $25.9M | Buy |
146,278
+10,508
| +8% | +$1.77M | ﹤0.01% | 1513 |
|
|
2023
Q1 | $23.2M | Buy |
135,770
+943
| +0.7% | +$159K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $20.7M | Buy |
134,827
+4,423
| +3% | +$689K | ﹤0.01% | 1648 |
|
|
2022
Q3 | $18.8M | Sell |
130,404
-1,494
| -1% | -$224K | ﹤0.01% | 1622 |
|
|
2022
Q2 | $17.3M | Buy |
131,898
+48,725
| +59% | +$6.87M | ﹤0.01% | 1722 |
|
|
2022
Q1 | $12.8M | Buy |
83,173
+1,432
| +2% | +$208K | ﹤0.01% | 2137 |
|
|
2021
Q4 | $11.8M | Buy |
81,741
+14,549
| +22% | +$2.05M | ﹤0.01% | 2303 |
|
|
2021
Q3 | $8.86M | Sell |
67,192
-43,025
| -39% | -$5.67M | ﹤0.01% | 2491 |
|
|
2021
Q2 | $15.4M | Buy |
110,217
+99,049
| +887% | +$13.7M | ﹤0.01% | 2058 |
|
|
2021
Q1 | $1.41M | Sell |
11,168
-59,029
| -84% | -$7.58M | ﹤0.01% | 3966 |
|
|
2020
Q4 | $9.29M | Buy |
70,197
+60,616
| +633% | +$7.39M | ﹤0.01% | 2270 |
|
|
2020
Q3 | $1M | Sell |
9,581
-8,167
| -46% | -$844K | ﹤0.01% | 3644 |
|
|
2020
Q2 | $1.77M | Sell |
17,748
-4,572
| -20% | -$422K | ﹤0.01% | 3182 |
|
|
2020
Q1 | $1.67M | Sell |
22,320
-8,153
| -27% | -$891K | ﹤0.01% | 3090 |
|
|
2019
Q4 | $3.48M | Sell |
30,473
-154,472
| -84% | -$19M | ﹤0.01% | 2975 |
|
|
2019
Q3 | $23.1M | Sell |
184,945
-31,409
| -15% | -$4.29M | 0.01% | 1480 |
|
|
2019
Q2 | $28.5M | Sell |
216,354
-243,466
| -53% | -$27.1M | 0.01% | 1313 |
|
|
2019
Q1 | $43.6M | Buy |
459,820
+32,881
| +8% | +$2.87M | 0.01% | 1026 |
|
|
2018
Q4 | $33.1M | Sell |
426,939
-46,907
| -10% | -$3.91M | 0.01% | 1127 |
|
|
2018
Q3 | $43.9M | Sell |
473,846
-205,907
| -30% | -$16.9M | 0.01% | 1092 |
|
|
2018
Q2 | $49.6M | Sell |
679,753
-14,468
| -2% | -$1.05M | 0.01% | 972 |
|
|
2018
Q1 | $48.2M | Sell |
694,221
-144,900
| -17% | -$9.48M | 0.01% | 958 |
|
|
2017
Q4 | $40.5M | Buy |
839,121
+97,420
| +13% | +$4.54M | 0.01% | 1095 |
|
|
2017
Q3 | $34M | Sell |
741,701
-99,057
| -12% | -$4.21M | 0.01% | 1152 |
|
|
2017
Q2 | $30.9M | Sell |
840,758
-168,827
| -17% | -$6.22M | 0.01% | 1175 |
|
|
2017
Q1 | $36.1M | Buy |
1,009,585
+32,249
| +3% | +$1.07M | 0.01% | 1102 |
|
|
2016
Q4 | $30.9M | Sell |
977,336
-31,958
| -3% | -$960K | 0.01% | 1191 |
|
|
2016
Q3 | $28.6M | Sell |
1,009,294
-788,072
| -44% | -$22.3M | 0.01% | 1143 |
|
|
2016
Q2 | $49.2M | Sell |
1,797,366
-30,598
| -2% | -$791K | 0.01% | 844 |
|
|
2016
Q1 | $45M | Sell |
1,827,964
-108,494
| -6% | -$2.49M | 0.01% | 866 |
|
|
2015
Q4 | $43.1M | Buy |
1,936,458
+41,211
| +2% | +$858K | 0.01% | 885 |
|
|
2015
Q3 | $37.9M | Buy |
1,895,247
+637,203
| +51% | +$13.9M | 0.01% | 917 |
|
|
2015
Q2 | $30M | Buy |
1,258,044
+217,810
| +21% | +$5.22M | 0.01% | 1162 |
|
|
2015
Q1 | $26M | Sell |
1,040,234
-433,738
| -29% | -$10.7M | 0.01% | 1257 |
|
|
2014
Q4 | $36.5M | Sell |
1,473,972
-7,119
| -0.5% | -$154K | 0.01% | 1109 |
|
|
2014
Q3 | $28.3M | Sell |
1,481,091
-219,312
| -13% | -$4.57M | 0.01% | 1227 |
|
|
2014
Q2 | $36.2M | Sell |
1,700,403
-111,269
| -6% | -$2.5M | 0.01% | 1015 |
|
|
2014
Q1 | $44.6M | Buy |
1,811,672
+52,009
| +3% | +$1.24M | 0.01% | 871 |
|
|
2013
Q4 | $41.8M | Sell |
1,759,663
-41,359
| -2% | -$931K | 0.01% | 906 |
|
|
2013
Q3 | $40M | Sell |
1,801,022
-20,426
| -1% | -$401K | 0.01% | 908 |
|
|
2013
Q2 | $30.1M | Buy |
+1,821,448
| New | +$27.9M | 0.01% | 1007 |
|
Other funds holding HEI
DAM
VPM
VCM
