JP Morgan Private Wealth Advisors’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.52M | Sell |
91,015
-3,086
| -3% | -$159K | 0.01% | 524 |
|
|
2023
Q2 | $3.88M | Sell |
94,101
-11,294
| -11% | -$500K | 0.02% | 383 |
|
|
2023
Q1 | $5.49M | Sell |
105,395
-4,736
| -4% | -$333K | 0.01% | 562 |
|
|
2022
Q4 | $8.54M | Sell |
110,131
-3,536
| -3% | -$274K | 0.02% | 455 |
|
|
2022
Q3 | $8.65M | Sell |
113,667
-1,457
| -1% | -$115K | 0.02% | 423 |
|
|
2022
Q2 | $8.56M | Sell |
115,124
-1,464
| -1% | -$113K | 0.02% | 438 |
|
|
2022
Q1 | $9.78M | Buy |
116,588
+2,843
| +2% | +$246K | 0.02% | 445 |
|
|
2021
Q4 | $9.53M | Buy |
113,745
+3,309
| +3% | +$279K | 0.02% | 446 |
|
|
2021
Q3 | $9.07M | Buy |
110,436
+4,322
| +4% | +$358K | 0.02% | 447 |
|
|
2021
Q2 | $8.94M | Buy |
106,114
+5,217
| +5% | +$467K | 0.02% | 444 |
|
|
2021
Q1 | $9.03M | Buy |
100,897
+3,073
| +3% | +$267K | 0.03% | 387 |
|
|
2020
Q4 | $7.5M | Buy |
97,824
+2,430
| +3% | +$166K | 0.02% | 402 |
|
|
2020
Q3 | $4.82M | Sell |
95,394
-1,683
| -2% | -$94K | 0.02% | 434 |
|
|
2020
Q2 | $5.96M | Sell |
97,077
-7,762
| -7% | -$480K | 0.03% | 344 |
|
|
2020
Q1 | $5.79M | Sell |
104,839
-2,464
| -2% | -$198K | 0.03% | 333 |
|
|
2019
Q4 | $10.2M | Sell |
107,303
-969
| -0.9% | -$86.2K | 0.05% | 303 |
|
|
2019
Q3 | $9.3M | Sell |
108,272
-1,319
| -1% | -$110K | 0.05% | 301 |
|
|
2019
Q2 | $9.09M | Sell |
109,591
-5,531
| -5% | -$445K | 0.05% | 292 |
|
|
2019
Q1 | $9.08M | Buy |
115,122
+2,554
| +2% | +$200K | 0.05% | 299 |
|
|
2018
Q4 | $7.58M | Sell |
112,568
-4,045
| -3% | -$308K | 0.05% | 295 |
|
|
2018
Q3 | $9.2M | Sell |
116,613
-1,395
| -1% | -$116K | 0.04% | 313 |
|
|
2018
Q2 | $9.84M | Sell |
118,008
-434
| -0.4% | -$36.8K | 0.06% | 278 |
|
|
2018
Q1 | $9.84M | Sell |
118,442
-381
| -0.3% | -$32.2K | 0.07% | 237 |
|
|
2017
Q4 | $10.2M | Buy |
118,823
+566
| +0.5% | +$47.2K | 0.07% | 238 |
|
|
2017
Q3 | $9.86M | Sell |
118,257
-476
| -0.4% | -$38.6K | 0.07% | 229 |
|
|
2017
Q2 | $9.85M | Buy |
118,733
+1,123
| +1% | +$90.6K | 0.07% | 216 |
|
|
2017
Q1 | $9.69M | Sell |
117,610
-57
| -0% | -$4.85K | 0.08% | 216 |
|
|
2016
Q4 | $10.4M | Buy |
117,667
+325
| +0.3% | +$26.4K | 0.09% | 192 |
|
|
2016
Q3 | $8.52M | Buy |
117,342
+25
| +0% | +$1.75K | 0.08% | 206 |
|
|
2016
Q2 | $8.07M | Sell |
117,317
-706
| -0.6% | -$48.6K | 0.08% | 208 |
|
|
2016
Q1 | $8.06M | Buy |
118,023
+434
| +0.4% | +$27.3K | 0.08% | 196 |
|
|
2015
Q4 | $7.4M | Buy |
117,589
+215
| +0.2% | +$14.1K | 0.08% | 201 |
|
|
2015
Q3 | $7.45M | Sell |
117,374
-1,331
| -1% | -$86.4K | 0.09% | 193 |
|
|
2015
Q2 | $7.92M | Sell |
118,705
-2,892
| -2% | -$183K | 0.09% | 207 |
|
|
2015
Q1 | $7.44M | Buy |
121,597
+86,690
| +248% | +$5.12M | 0.09% | 211 |
|
|
2014
Q4 | $2.07M | Sell |
34,907
-5,605
| -14% | -$323K | 0.02% | 371 |
|
|
2014
Q3 | $2.3M | Sell |
40,512
-1,606
| -4% | -$93K | 0.03% | 348 |
|
|
2014
Q2 | $2.47M | Buy |
42,118
+2,389
| +6% | +$136K | 0.04% | 265 |
|
|
2014
Q1 | $2.41M | Sell |
39,729
-83
| -0.2% | -$4.84K | 0.04% | 263 |
|
|
2013
Q4 | $2.35M | Sell |
39,812
-3,010
| -7% | -$173K | 0.05% | 237 |
|
|
2013
Q3 | $2.33M | Sell |
42,822
-3,731
| -8% | -$201K | 0.05% | 236 |
|
|
2013
Q2 | $2.34M | Buy |
+46,553
| New | +$2.29M | 0.06% | 229 |
|
Other funds holding BOH
JP Morgan Private Wealth Advisors's BOH Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Bank of Hawaii (BOH) stake by 3.3% in Q3 2023, selling an estimated $159K and leaving 91,015 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #524.
JP Morgan Private Wealth Advisors first reported a position in BOH in Q2 2013 and has held it in 42 quarters since. The position peaked at $10.4M in Q4 2016. 247 funds tracked by Wall St. Rank hold BOH as of Q3 2023.
- JP Morgan Private Wealth Advisors held 91,015 shares of Bank of Hawaii worth $4.52M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 3,086 Bank of Hawaii shares in Q3 2023, an estimated $159K.
- Bank of Hawaii made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #524 holding.
- JP Morgan Private Wealth Advisors first reported a position in Bank of Hawaii in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Bank of Hawaii position peaked at $10.4M in Q4 2016.
- 247 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.