JP Morgan Private Wealth Advisors’s Hess Midstream HESM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,246	Closed	-$222K	–	1740
2023 Q2	$222K	Buy	+7,246	New	+$209K	﹤0.01%	1358
2023 Q1	–	Sell	-18,000	Closed	-$539K	–	1970
2022 Q4	$539K	Hold	18,000	–	–	﹤0.01%	1448
2022 Q3	$459K	Hold	18,000	–	–	﹤0.01%	1501
2022 Q2	$504K	Hold	18,000	–	–	﹤0.01%	1451
2022 Q1	$540K	Buy	+18,000	New	+$544K	﹤0.01%	1502

Other funds holding HESM

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Hess Midstream (HESM) in Q3 2023, closing a stake of 7,246 shares — an estimated $222K sold.

JP Morgan Private Wealth Advisors first reported a position in HESM in Q1 2022 and held it in 5 quarters. The position peaked at $540K in Q1 2022. 196 funds tracked by Wall St. Rank hold HESM as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Hess Midstream position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,246 Hess Midstream shares in Q3 2023, an estimated $222K.
JP Morgan Private Wealth Advisors first reported a position in Hess Midstream in Q1 2022 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Hess Midstream position peaked at $540K in Q1 2022.
196 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2023.

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