J.P. Morgan Private Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.47M | Sell |
39,793
-7,471
| -16% | -$275K | ﹤0.01% | 848 |
|
|
2023
Q2 | $1.7M | Sell |
47,264
-3,860
| -8% | -$139K | 0.01% | 618 |
|
|
2023
Q1 | $1.9M | Buy |
51,124
+5,417
| +12% | +$201K | ﹤0.01% | 905 |
|
|
2022
Q4 | $2.06M | Sell |
45,707
-9,031
| -16% | -$408K | ﹤0.01% | 834 |
|
|
2022
Q3 | $2.42M | Sell |
54,738
-2,466
| -4% | -$109K | 0.01% | 777 |
|
|
2022
Q2 | $2.51M | Sell |
57,204
-6,733
| -11% | -$295K | 0.01% | 772 |
|
|
2022
Q1 | $3.35M | Buy |
63,937
+4,707
| +8% | +$246K | 0.01% | 727 |
|
|
2021
Q4 | $3.23M | Buy |
59,230
+9,728
| +20% | +$531K | 0.01% | 745 |
|
|
2021
Q3 | $2.62M | Buy |
49,502
+2,514
| +5% | +$133K | 0.01% | 790 |
|
|
2021
Q2 | $2.41M | Buy |
46,988
+3,761
| +9% | +$193K | 0.01% | 807 |
|
|
2021
Q1 | $2.24M | Sell |
43,227
-1,705
| -4% | -$88.5K | 0.01% | 730 |
|
|
2020
Q4 | $1.88M | Sell |
44,932
-1,392
| -3% | -$58.2K | 0.01% | 753 |
|
|
2020
Q3 | $1.36M | Buy |
46,324
+8,763
| +23% | +$258K | 0.01% | 770 |
|
|
2020
Q2 | $1.19M | Sell |
37,561
-8,556
| -19% | -$270K | 0.01% | 750 |
|
|
2020
Q1 | $1.24M | Sell |
46,117
-13,093
| -22% | -$353K | 0.01% | 644 |
|
|
2019
Q4 | $2.8M | Buy |
59,210
+6,881
| +13% | +$325K | 0.01% | 546 |
|
|
2019
Q3 | $2.26M | Sell |
52,329
-11,533
| -18% | -$498K | 0.01% | 564 |
|
|
2019
Q2 | $2.77M | Sell |
63,862
-5,278
| -8% | -$229K | 0.02% | 518 |
|
|
2019
Q1 | $2.89M | Sell |
69,140
-11,816
| -15% | -$494K | 0.02% | 541 |
|
|
2018
Q4 | $3.02M | Sell |
80,956
-84,159
| -51% | -$3.14M | 0.02% | 477 |
|
|
2018
Q3 | $7.69M | Sell |
165,115
-44,365
| -21% | -$2.07M | 0.04% | 350 |
|
|
2018
Q2 | $9.88M | Buy |
209,480
+116,820
| +126% | +$5.51M | 0.06% | 276 |
|
|
2018
Q1 | $4.44M | Buy |
92,660
+215
| +0.2% | +$10.3K | 0.03% | 341 |
|
|
2017
Q4 | $4.38M | Buy |
92,445
+4,506
| +5% | +$213K | 0.03% | 347 |
|
|
2017
Q3 | $3.97M | Sell |
87,939
-8,772
| -9% | -$396K | 0.03% | 349 |
|
|
2017
Q2 | $4.21M | Buy |
96,711
+6,245
| +7% | +$272K | 0.03% | 331 |
|
|
2017
Q1 | $3.89M | Buy |
90,466
+30,220
| +50% | +$1.3M | 0.03% | 343 |
|
|
2016
Q4 | $2.62M | Buy |
60,246
+45,574
| +311% | +$1.98M | 0.02% | 390 |
|
|
2016
Q3 | $490K | Sell |
14,672
-20,182
| -58% | -$674K | ﹤0.01% | 791 |
|
|
2016
Q2 | $1.06M | Buy |
+34,854
| New | +$1.06M | 0.01% | 581 |
|
|
2016
Q1 | – | Sell |
-10,293
| Closed | -$348K | – | 1271 |
|
|
2015
Q4 | $348K | Hold |
10,293
| – | – | ﹤0.01% | 808 |
|
|
2015
Q3 | $342K | Sell |
10,293
-1,151
| -10% | -$38.2K | ﹤0.01% | 747 |
|
|
2015
Q2 | $415K | Sell |
11,444
-4,970
| -30% | -$180K | ﹤0.01% | 740 |
|
|
2015
Q1 | $550K | Hold |
16,414
| – | – | 0.01% | 694 |
|
|
2014
Q4 | $550K | Sell |
16,414
-3,600
| -18% | -$121K | 0.01% | 677 |
|
|
2014
Q3 | $638K | Buy |
+20,014
| New | +$638K | 0.01% | 627 |
|