J.P. Morgan Private Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $52.6M | Buy |
854,226
+728,475
| +579% | +$44.9M | 0.15% | 153 |
|
|
2023
Q2 | $7.04M | Sell |
125,751
-13,459
| -10% | -$754K | 0.04% | 286 |
|
|
2023
Q1 | $7.31M | Buy |
139,210
+9,293
| +7% | +$488K | 0.02% | 497 |
|
|
2022
Q4 | $6.03M | Sell |
129,917
-37,808
| -23% | -$1.76M | 0.01% | 534 |
|
|
2022
Q3 | $7.21M | Sell |
167,725
-67,976
| -29% | -$2.92M | 0.02% | 462 |
|
|
2022
Q2 | $10.9M | Buy |
235,701
+6,510
| +3% | +$301K | 0.03% | 385 |
|
|
2022
Q1 | $13.4M | Buy |
229,191
+44,371
| +24% | +$2.59M | 0.03% | 383 |
|
|
2021
Q4 | $13.8M | Sell |
184,820
-63,505
| -26% | -$4.73M | 0.03% | 379 |
|
|
2021
Q3 | $15.1M | Buy |
248,325
+18,158
| +8% | +$1.11M | 0.04% | 360 |
|
|
2021
Q2 | $13.6M | Buy |
230,167
+59,809
| +35% | +$3.54M | 0.04% | 375 |
|
|
2021
Q1 | $8.32M | Sell |
170,358
-18,142
| -10% | -$886K | 0.03% | 397 |
|
|
2020
Q4 | $7.63M | Buy |
188,500
+30,312
| +19% | +$1.23M | 0.02% | 398 |
|
|
2020
Q3 | $5.43M | Buy |
158,188
+14,618
| +10% | +$502K | 0.02% | 415 |
|
|
2020
Q2 | $4.43M | Buy |
143,570
+39,650
| +38% | +$1.22M | 0.02% | 391 |
|
|
2020
Q1 | $2.44M | Buy |
103,920
+20,017
| +24% | +$470K | 0.01% | 493 |
|
|
2019
Q4 | $2.45M | Buy |
83,903
+22,693
| +37% | +$662K | 0.01% | 575 |
|
|
2019
Q3 | $1.64M | Sell |
61,210
-94,372
| -61% | -$2.53M | 0.01% | 622 |
|
|
2019
Q2 | $3.93M | Sell |
155,582
-11,546
| -7% | -$292K | 0.02% | 442 |
|
|
2019
Q1 | $3.93M | Sell |
167,128
-189,160
| -53% | -$4.44M | 0.02% | 456 |
|
|
2018
Q4 | $6.99M | Sell |
356,288
-55,908
| -14% | -$1.1M | 0.04% | 308 |
|
|
2018
Q3 | $11.2M | Buy |
+412,196
| New | +$11.2M | 0.05% | 274 |
|
|
2018
Q2 | – | Sell |
-51,206
| Closed | -$1.04M | – | 1495 |
|
|
2018
Q1 | $1.04M | Sell |
51,206
-1,791
| -3% | -$36.3K | 0.01% | 644 |
|
|
2017
Q4 | $1.12M | Sell |
52,997
-11,315
| -18% | -$238K | 0.01% | 631 |
|
|
2017
Q3 | $1.31M | Buy |
64,312
+8,432
| +15% | +$171K | 0.01% | 564 |
|
|
2017
Q2 | $1.04M | Buy |
55,880
+300
| +0.5% | +$5.58K | 0.01% | 608 |
|
|
2017
Q1 | $1.01M | Sell |
55,580
-2,509
| -4% | -$45.7K | 0.01% | 623 |
|
|
2016
Q4 | $894K | Sell |
58,089
-4,841
| -8% | -$74.5K | 0.01% | 621 |
|
|
2016
Q3 | $898K | Buy |
62,930
+9,461
| +18% | +$135K | 0.01% | 614 |
|
|
2016
Q2 | $660K | Buy |
53,469
+20,602
| +63% | +$254K | 0.01% | 693 |
|
|
2016
Q1 | $483K | Sell |
32,867
-83,251
| -72% | -$1.22M | ﹤0.01% | 768 |
|
|
2015
Q4 | $1.81M | Buy |
116,118
+89,805
| +341% | +$1.4M | 0.02% | 394 |
|
|
2015
Q3 | $442K | Sell |
26,313
-76,802
| -74% | -$1.29M | 0.01% | 658 |
|
|
2015
Q2 | $2.36M | Buy |
+103,115
| New | +$2.36M | 0.03% | 339 |
|
|
2014
Q3 | – | Sell |
-46,302
| Closed | -$1.13M | – | 1089 |
|
|
2014
Q2 | $1.13M | Buy |
46,302
+10,495
| +29% | +$255K | 0.02% | 387 |
|
|
2014
Q1 | $818K | Buy |
35,807
+16,007
| +81% | +$366K | 0.01% | 445 |
|
|
2013
Q4 | $482K | Buy |
+19,800
| New | +$482K | 0.01% | 458 |
|