Question 1

Does JPMorgan Chase own HEFA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, JPMorgan Chase holds 4,310,684 shares of HEFA, worth $201.3M.

Question 2

How many shares of HEFA does JPMorgan Chase own?

Accepted Answer

As of its Q2 2026 13F, JPMorgan Chase holds 4,310,684 shares of HEFA.

Question 3

What is JPMorgan Chase's HEFA position worth?

Accepted Answer

As of its Q2 2026 13F, JPMorgan Chase's HEFA position is worth $201.3M.

Question 4

Is JPMorgan Chase buying or selling HEFA?

Accepted Answer

In Q2 2026, JPMorgan Chase increased its HEFA position by 88,421 shares (+2.1%).

Question 5

When did JPMorgan Chase first buy HEFA?

Accepted Answer

JPMorgan Chase already held HEFA in its Q3 2024 13F, the earliest on record, and has listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.3M	+2.1%	$201.3M	0.0%	$46.24	31
2026-Q1	Decreased	4.2M	-3.1%	$175.3M	0.0%	$41.87	0
2025-Q4	Decreased	4.4M	-14.0%	$180.3M	0.0%	$40.75	0
2025-Q3	Decreased	5.1M	-19.3%	$200.7M	0.0%	$37.92	0
2025-Q2	Decreased	6.3M	-28.2%	$238.2M	0.0%	$35.73	0
2025-Q1	Increased	8.7M	+56.1%	$317.3M	0.0%	$34.16	44
2024-Q4	Increased	5.6M	+5.1%	$194.7M	0.0%	$32.71	32
2024-Q3	First report	5.3M	-	$188.9M	0.0%	$32.89	0

HEFA8 quarters

HEFA
8 quarters