JP Morgan Private Wealth Advisors’s First Hawaiian FHB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$338K	Buy	18,752 +74	+0.4%	+$1.43K	﹤0.01%	1413
2023 Q2	$336K	Sell	18,678 -2,362	-11%	-$43.4K	﹤0.01%	1197
2023 Q1	$434K	Buy	21,040 +1,278	+6%	+$32.2K	﹤0.01%	1531
2022 Q4	$515K	Buy	19,762 +8,036	+69%	+$206K	﹤0.01%	1466
2022 Q3	$289K	Buy	11,726 +2,739	+30%	+$69K	﹤0.01%	1663
2022 Q2	$204K	Buy	+8,987	New	+$225K	﹤0.01%	1816

Other funds holding FHB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FHB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its First Hawaiian (FHB) stake by 0.4% in Q3 2023, buying an estimated $1.43K and bringing the position to 18,752 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

JP Morgan Private Wealth Advisors first reported a position in FHB in Q2 2022 and has held it in 6 quarters since. The position peaked at $515K in Q4 2022. 225 funds tracked by Wall St. Rank hold FHB as of Q3 2023.

JP Morgan Private Wealth Advisors held 18,752 shares of First Hawaiian worth $338K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 74 First Hawaiian shares in Q3 2023, an estimated $1.43K.
First Hawaiian made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1413 holding.
JP Morgan Private Wealth Advisors first reported a position in First Hawaiian in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's First Hawaiian position peaked at $515K in Q4 2022.
225 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.