JP Morgan Chase
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JP Morgan Chase’s Hawaiian Electric Industries HE Stock Holding History

JP Morgan Chase’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-75,000
Closed -$2.46M – 4648
2016
Q2 		$2.46M Buy
+75,000
New +$2.47M ﹤0.01% 2700

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase reduced its Hawaiian Electric Industries (HE) stake by 2.4% in Q2 2026, selling an estimated $341K and leaving 977,013 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

JP Morgan Chase first reported a position in HE in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.1M in Q2 2016. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • JP Morgan Chase held 977,013 shares of Hawaiian Electric Industries worth $13.4M as of Q2 2026.
  • JP Morgan Chase sold 23,892 Hawaiian Electric Industries shares in Q2 2026, an estimated $341K.
  • Hawaiian Electric Industries made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2553 holding.
  • JP Morgan Chase first reported a position in Hawaiian Electric Industries in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Hawaiian Electric Industries position peaked at $44.1M in Q2 2016.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

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