JP Morgan Chase’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.8M | Sell |
1,000,905
-1,576
| -0.2% | -$23.8K | ﹤0.01% | 2344 |
|
|
2025
Q4 | $12.3M | Sell |
1,002,481
-240,851
| -19% | -$2.79M | ﹤0.01% | 2499 |
|
|
2025
Q3 | $13.7M | Buy |
1,243,332
+753,549
| +154% | +$8.58M | ﹤0.01% | 2446 |
|
|
2025
Q2 | $5.21M | Sell |
489,783
-15,929
| -3% | -$166K | ﹤0.01% | 3119 |
|
|
2025
Q1 | $5.54M | Sell |
505,712
-395,119
| -44% | -$3.99M | ﹤0.01% | 3061 |
|
|
2024
Q4 | $8.77M | Buy |
900,831
+592,289
| +192% | +$5.99M | ﹤0.01% | 2818 |
|
|
2024
Q3 | $2.99M | Sell |
308,542
-960,347
| -76% | -$11.9M | ﹤0.01% | 3647 |
|
|
2024
Q2 | $11.4M | Sell |
1,268,889
-373,836
| -23% | -$3.88M | ﹤0.01% | 2342 |
|
|
2024
Q1 | $18.5M | Buy |
1,642,725
+417,189
| +34% | +$5.3M | ﹤0.01% | 1945 |
|
|
2023
Q4 | $17.4M | Sell |
1,225,536
-321,555
| -21% | -$4.18M | ﹤0.01% | 1968 |
|
|
2023
Q3 | $19M | Buy |
1,547,091
+863,167
| +126% | +$21M | ﹤0.01% | 1716 |
|
|
2023
Q2 | $24.8M | Sell |
683,924
-1,700
| -0.2% | -$64K | ﹤0.01% | 1544 |
|
|
2023
Q1 | $26.3M | Buy |
685,624
+77,886
| +13% | +$3.16M | ﹤0.01% | 1470 |
|
|
2022
Q4 | $25.4M | Sell |
607,738
-68,944
| -10% | -$2.66M | ﹤0.01% | 1478 |
|
|
2022
Q3 | $23.5M | Buy |
676,682
+7,562
| +1% | +$304K | ﹤0.01% | 1475 |
|
|
2022
Q2 | $27.4M | Sell |
669,120
-57,658
| -8% | -$2.42M | ﹤0.01% | 1383 |
|
|
2022
Q1 | $30.8M | Buy |
726,778
+71,693
| +11% | +$2.99M | ﹤0.01% | 1448 |
|
|
2021
Q4 | $27.2M | Sell |
655,085
-141,103
| -18% | -$5.73M | ﹤0.01% | 1563 |
|
|
2021
Q3 | $32.5M | Buy |
796,188
+165,232
| +26% | +$7.09M | ﹤0.01% | 1421 |
|
|
2021
Q2 | $26.7M | Buy |
630,956
+57,003
| +10% | +$2.47M | ﹤0.01% | 1592 |
|
|
2021
Q1 | $25.5M | Buy |
573,953
+10,713
| +2% | +$393K | ﹤0.01% | 1553 |
|
|
2020
Q4 | $19.9M | Buy |
563,240
+5,838
| +1% | +$206K | ﹤0.01% | 1615 |
|
|
2020
Q3 | $18.4M | Buy |
557,402
+136,466
| +32% | +$4.79M | ﹤0.01% | 1550 |
|
|
2020
Q2 | $15.2M | Buy |
420,936
+1,624
| +0.4% | +$62.9K | ﹤0.01% | 1570 |
|
|
2020
Q1 | $18.1M | Sell |
419,312
-80,790
| -16% | -$3.74M | ﹤0.01% | 1323 |
|
|
2019
Q4 | $23.4M | Buy |
500,102
+166,231
| +50% | +$7.45M | ﹤0.01% | 1460 |
|
|
2019
Q3 | $15.2M | Buy |
333,871
+136,868
| +69% | +$6.09M | ﹤0.01% | 1808 |
|
|
2019
Q2 | $8.51M | Sell |
197,003
-3,386
| -2% | -$142K | ﹤0.01% | 2228 |
|
|
2019
Q1 | $8.17M | Buy |
200,389
+4,644
| +2% | +$176K | ﹤0.01% | 2225 |
|
|
2018
Q4 | $7.17M | Buy |
195,745
+13,079
| +7% | +$485K | ﹤0.01% | 2272 |
|
|
2018
Q3 | $6.5M | Sell |
182,666
-112,952
| -38% | -$3.97M | ﹤0.01% | 2533 |
|
|
2018
Q2 | $10.1M | Sell |
295,618
-375,221
| -56% | -$12.7M | ﹤0.01% | 2137 |
|
|
2018
Q1 | $23.1M | Buy |
670,839
+24,072
| +4% | +$813K | 0.01% | 1410 |
|
|
2017
Q4 | $23.4M | Buy |
646,767
+239,979
| +59% | +$8.69M | 0.01% | 1464 |
|
|
2017
Q3 | $13.7M | Buy |
406,788
+132,935
| +49% | +$4.4M | ﹤0.01% | 1754 |
|
|
2017
Q2 | $8.87M | Sell |
273,853
-91,724
| -25% | -$3.05M | ﹤0.01% | 2060 |
|
|
2017
Q1 | $12.2M | Sell |
365,577
-56,589
| -13% | -$1.88M | ﹤0.01% | 1790 |
|
|
2016
Q4 | $14M | Buy |
422,166
+18,049
| +4% | +$550K | ﹤0.01% | 1702 |
|
|
2016
Q3 | $12.1M | Sell |
404,117
-941,135
| -70% | -$28.9M | ﹤0.01% | 1666 |
|
|
2016
Q2 | $44.1M | Buy |
1,345,252
+108,776
| +9% | +$3.58M | 0.01% | 892 |
|
|
2016
Q1 | $40.1M | Buy |
1,236,476
+625,788
| +102% | +$18.7M | 0.01% | 933 |
|
|
2015
Q4 | $17.7M | Sell |
610,688
-5,389
| -0.9% | -$155K | ﹤0.01% | 1420 |
|
|
2015
Q3 | $17.7M | Sell |
616,077
-43,380
| -7% | -$1.27M | 0.01% | 1349 |
|
|
2015
Q2 | $19.6M | Buy |
659,457
+16,591
| +3% | +$516K | ﹤0.01% | 1417 |
|
|
2015
Q1 | $20.6M | Buy |
642,866
+30,543
| +5% | +$1.02M | 0.01% | 1416 |
|
|
2014
Q4 | $20.5M | Buy |
612,323
+428,825
| +234% | +$12.5M | ﹤0.01% | 1454 |
|
|
2014
Q3 | $4.87M | Buy |
183,498
+12,314
| +7% | +$306K | ﹤0.01% | 2388 |
|
|
2014
Q2 | $4.34M | Buy |
171,184
+33,735
| +25% | +$821K | ﹤0.01% | 2136 |
|
|
2014
Q1 | $3.49M | Sell |
137,449
-11,665
| -8% | -$298K | ﹤0.01% | 2282 |
|
|
2013
Q4 | $3.89M | Sell |
149,114
-123,237
| -45% | -$3.19M | ﹤0.01% | 2335 |
|
|
2013
Q3 | $6.83M | Buy |
272,351
+13,975
| +5% | +$359K | ﹤0.01% | 1991 |
|
|
2013
Q2 | $6.54M | Buy |
+258,376
| New | +$6.88M | ﹤0.01% | 1944 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
