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JP Morgan Private Wealth Advisors’s The Kraft Heinz Company KHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.48M Buy
44,116
+15,677
+55% +$542K ﹤0.01% 841
2023
Q2 		$1.01M Sell
28,439
-23,390
-45% -$900K 0.01% 763
2023
Q1 		$2M Buy
51,829
+889
+2% +$35.2K ﹤0.01% 873
2022
Q4 		$2.07M Buy
50,940
+7,483
+17% +$284K ﹤0.01% 830
2022
Q3 		$1.45M Buy
43,457
+8,179
+23% +$304K ﹤0.01% 974
2022
Q2 		$1.35M Buy
35,278
+457
+1% +$18.3K ﹤0.01% 993
2022
Q1 		$1.37M Sell
34,821
-1,395
-4% -$52.2K ﹤0.01% 1063
2021
Q4 		$1.3M Buy
36,216
+4,164
+13% +$150K ﹤0.01% 1109
2021
Q3 		$1.18M Buy
32,052
+4,765
+17% +$179K ﹤0.01% 1138
2021
Q2 		$1.11M Buy
27,287
+2,634
+11% +$111K ﹤0.01% 1144
2021
Q1 		$986K Sell
24,653
-65,901
-73% -$2.37M ﹤0.01% 1046
2020
Q4 		$3.14M Sell
90,554
-34,896
-28% -$1.13M 0.01% 601
2020
Q3 		$3.76M Buy
125,450
+71,472
+132% +$2.38M 0.01% 498
2020
Q2 		$1.72M Sell
53,978
-1,811
-3% -$54.4K 0.01% 623
2020
Q1 		$1.38M Buy
55,789
+2,261
+4% +$62K 0.01% 622
2019
Q4 		$1.72M Buy
53,528
+2,199
+4% +$66.6K 0.01% 641
2019
Q3 		$1.43M Sell
51,329
-3,948
-7% -$114K 0.01% 654
2019
Q2 		$1.72M Sell
55,277
-15,078
-21% -$475K 0.01% 621
2019
Q1 		$2.3M Buy
70,355
+4,188
+6% +$171K 0.01% 579
2018
Q4 		$2.85M Sell
66,167
-15,694
-19% -$813K 0.02% 492
2018
Q3 		$4.51M Buy
81,861
+8,213
+11% +$491K 0.02% 451
2018
Q2 		$4.63M Buy
73,648
+28,538
+63% +$1.69M 0.03% 411
2018
Q1 		$2.81M Buy
45,110
+9,830
+28% +$704K 0.02% 427
2017
Q4 		$2.74M Sell
35,280
-381
-1% -$29.9K 0.02% 429
2017
Q3 		$2.77M Buy
35,661
+1,022
+3% +$85.5K 0.02% 415
2017
Q2 		$2.97M Sell
34,639
-943
-3% -$85.5K 0.02% 393
2017
Q1 		$3.23M Buy
35,582
+639
+2% +$57.6K 0.03% 378
2016
Q4 		$3.05M Buy
34,943
+3,032
+10% +$259K 0.03% 361
2016
Q3 		$2.86M Sell
31,911
-722
-2% -$63.9K 0.03% 364
2016
Q2 		$2.89M Buy
32,633
+3,815
+13% +$314K 0.03% 365
2016
Q1 		$2.26M Buy
28,818
+1,418
+5% +$106K 0.02% 374
2015
Q4 		$1.99M Buy
27,400
+2,425
+10% +$179K 0.02% 369
2015
Q3 		$1.76M Buy
+24,975
New +$1.89M 0.02% 361

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its The Kraft Heinz Company (KHC) stake by 55% in Q3 2023, buying an estimated $542K and bringing the position to 44,116 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #841.

JP Morgan Private Wealth Advisors first reported a position in KHC in Q3 2015 and has held it in 33 quarters since. The position peaked at $4.63M in Q2 2018. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 44,116 shares of The Kraft Heinz Company worth $1.48M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 15,677 The Kraft Heinz Company shares in Q3 2023, an estimated $542K.
  • The Kraft Heinz Company made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #841 holding.
  • JP Morgan Private Wealth Advisors first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 33 quarters since.
  • JP Morgan Private Wealth Advisors's The Kraft Heinz Company position peaked at $4.63M in Q2 2018.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

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