JP Morgan Private Wealth Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-64,100	Closed	-$1.45M	–	1996
2021 Q2	$1.45M	Hold	64,100	–	–	﹤0.01%	1018
2021 Q1	$1.23M	Sell	64,100 -718	-1%	-$11.8K	﹤0.01%	954
2020 Q4	$920K	Hold	64,818	–	–	﹤0.01%	1035
2020 Q3	$786K	Sell	64,818 -45	-0.1%	-$625	﹤0.01%	982
2020 Q2	$946K	Buy	64,863 +718	+1%	+$10.5K	﹤0.01%	832
2020 Q1	$900K	Sell	64,145 -5,760	-8%	-$115K	0.01%	744
2019 Q4	$1.55M	Sell	69,905 -1,774	-2%	-$40.3K	0.01%	665
2019 Q3	$1.81M	Hold	71,679	–	–	0.01%	607
2019 Q2	$1.97M	Sell	71,679 -346	-0.5%	-$9.46K	0.01%	593
2019 Q1	$1.94M	Buy	72,025 +222	+0.3%	+$6.46K	0.01%	620
2018 Q4	$2.05M	Sell	71,803 -6,645	-8%	-$196K	0.01%	561
2018 Q3	$2.47M	Buy	78,448 +3,753	+5%	+$114K	0.01%	580
2018 Q2	$2.11M	Buy	+74,695	New	+$2.17M	0.01%	592

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HEP Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q3 2021, closing a stake of 64,100 shares — an estimated $1.45M sold.

JP Morgan Private Wealth Advisors first reported a position in HEP in Q2 2018 and held it in 13 quarters. The position peaked at $2.47M in Q3 2018. 94 funds tracked by Wall St. Rank hold HEP as of Q3 2021.

JP Morgan Private Wealth Advisors reported no remaining Holly Energy Partners, L.P. position as of Q3 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 64,100 Holly Energy Partners, L.P. shares in Q3 2021, an estimated $1.45M.
JP Morgan Private Wealth Advisors first reported a position in Holly Energy Partners, L.P. in Q2 2018 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Holly Energy Partners, L.P. position peaked at $2.47M in Q3 2018.
94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.