JP Morgan Chase
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JP Morgan Chase’s HEICO Corp HEI Stock Holding History

JP Morgan Chase’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed -$1.31M – 7528
2024
Q3 		$1.31M Sell
5,000
-600
-11% -$145K ﹤0.01% 4309
2024
Q2 		$1.25M Buy
+5,600
New +$1.18M ﹤0.01% 4128

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Chase increased its HEICO Corp (HEI) stake by 12% in Q2 2026, buying an estimated $2.95M and bringing the position to 91,372 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

JP Morgan Chase first reported a position in HEI in Q2 2013 and has held it in 53 quarters since. The position peaked at $113M in Q3 2025. 563 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • JP Morgan Chase held 91,372 shares of HEICO Corp worth $32M as of Q2 2026.
  • JP Morgan Chase bought 9,693 HEICO Corp shares in Q2 2026, an estimated $2.95M.
  • HEICO Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1824 holding.
  • JP Morgan Chase first reported a position in HEICO Corp in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's HEICO Corp position peaked at $113M in Q3 2025.
  • 563 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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