JP Morgan Private Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.72M | Buy |
+8,598
| New | +$1.92M | ﹤0.01% | 795 |
|
|
2023
Q2 | – | Sell |
-19,989
| Closed | -$5.09M | – | 1665 |
|
|
2023
Q1 | $5.09M | Buy |
19,989
+1,053
| +6% | +$247K | 0.01% | 582 |
|
|
2022
Q4 | $4.39M | Buy |
18,936
+546
| +3% | +$126K | 0.01% | 607 |
|
|
2022
Q3 | $4.05M | Sell |
18,390
-1,652
| -8% | -$370K | 0.01% | 617 |
|
|
2022
Q2 | $4.31M | Buy |
20,042
+898
| +5% | +$196K | 0.01% | 610 |
|
|
2022
Q1 | $4.15M | Buy |
19,144
+7,664
| +67% | +$1.56M | 0.01% | 673 |
|
|
2021
Q4 | $2.22M | Sell |
11,480
-6,489
| -36% | -$1.17M | ﹤0.01% | 866 |
|
|
2021
Q3 | $3.04M | Buy |
17,969
+362
| +2% | +$64K | 0.01% | 734 |
|
|
2021
Q2 | $3.07M | Sell |
17,607
-41,646
| -70% | -$7.01M | 0.01% | 723 |
|
|
2021
Q1 | $9.37M | Sell |
59,253
-14,260
| -19% | -$2.15M | 0.03% | 382 |
|
|
2020
Q4 | $11.2M | Sell |
73,513
-604
| -0.8% | -$89.4K | 0.04% | 346 |
|
|
2020
Q3 | $10.6M | Buy |
74,117
+315
| +0.4% | +$44.7K | 0.04% | 317 |
|
|
2020
Q2 | $9.57M | Sell |
73,802
-674
| -0.9% | -$90.6K | 0.04% | 295 |
|
|
2020
Q1 | $9.87M | Buy |
74,476
+722
| +1% | +$107K | 0.06% | 264 |
|
|
2019
Q4 | $10.8M | Buy |
73,754
+575
| +0.8% | +$85.3K | 0.05% | 295 |
|
|
2019
Q3 | $11.3M | Buy |
73,179
+898
| +1% | +$136K | 0.06% | 265 |
|
|
2019
Q2 | $9.69M | Sell |
72,281
-20,307
| -22% | -$2.58M | 0.05% | 284 |
|
|
2019
Q1 | $10.6M | Sell |
92,588
-23,270
| -20% | -$2.53M | 0.06% | 278 |
|
|
2018
Q4 | $12.4M | Sell |
115,858
-13
| -0% | -$1.38K | 0.08% | 232 |
|
|
2018
Q3 | $11.8M | Sell |
115,871
-1,489
| -1% | -$147K | 0.06% | 269 |
|
|
2018
Q2 | $10.9M | Buy |
117,360
+7,851
| +7% | +$732K | 0.06% | 260 |
|
|
2018
Q1 | $10.8M | Buy |
109,509
+85,636
| +359% | +$8.85M | 0.07% | 221 |
|
|
2017
Q4 | $2.71M | Buy |
23,873
+377
| +2% | +$41.5K | 0.02% | 434 |
|
|
2017
Q3 | $2.56M | Buy |
23,496
+378
| +2% | +$40.3K | 0.02% | 421 |
|
|
2017
Q2 | $2.48M | Sell |
23,118
-62
| -0.3% | -$6.84K | 0.02% | 415 |
|
|
2017
Q1 | $2.53M | Buy |
23,180
+1,461
| +7% | +$157K | 0.02% | 431 |
|
|
2016
Q4 | $2.25M | Sell |
21,719
-181
| -0.8% | -$17.9K | 0.02% | 423 |
|
|
2016
Q3 | $2.09M | Sell |
21,900
-2,326
| -10% | -$246K | 0.02% | 426 |
|
|
2016
Q2 | $2.75M | Sell |
24,226
-37,748
| -61% | -$3.53M | 0.03% | 372 |
|
|
2016
Q1 | $5.71M | Buy |
61,974
+17,250
| +39% | +$1.54M | 0.05% | 236 |
|
|
2015
Q4 | $3.99M | Buy |
44,724
+21,445
| +92% | +$1.92M | 0.04% | 257 |
|
|
2015
Q3 | $2.14M | Buy |
23,279
+346
| +2% | +$31.5K | 0.03% | 324 |
|
|
2015
Q2 | $2.04M | Buy |
22,933
+1,192
| +5% | +$112K | 0.02% | 365 |
|
|
2015
Q1 | $2.19M | Sell |
21,741
-1,550
| -7% | -$162K | 0.03% | 360 |
|
|
2014
Q4 | $2.42M | Buy |
23,291
+891
| +4% | +$86.8K | 0.03% | 349 |
|
|
2014
Q3 | $2.14M | Sell |
22,400
-471
| -2% | -$43.6K | 0.03% | 359 |
|
|
2014
Q2 | $2.23M | Buy |
22,871
+3,822
| +20% | +$375K | 0.04% | 278 |
|
|
2014
Q1 | $1.99M | Buy |
19,049
+54
| +0.3% | +$5.52K | 0.04% | 285 |
|
|
2013
Q4 | $1.85M | Buy |
18,995
+261
| +1% | +$25.1K | 0.04% | 260 |
|
|
2013
Q3 | $1.73M | Sell |
18,734
-73
| -0.4% | -$6.81K | 0.04% | 252 |
|
|
2013
Q2 | $1.68M | Buy |
+18,807
| New | +$1.66M | 0.04% | 263 |
|
Other funds holding HSY
HTC
JP Morgan Private Wealth Advisors's HSY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Hershey (HSY) in Q3 2023: 8,598 shares worth $1.72M. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HSY as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in HSY in Q2 2013 and has held it in 41 quarters since. The position peaked at $12.4M in Q4 2018. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 8,598 shares of Hershey worth $1.72M as of Q3 2023.
- Hershey was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Hershey made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #795 holding.
- JP Morgan Private Wealth Advisors first reported a position in Hershey in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Hershey position peaked at $12.4M in Q4 2018.
- 1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.