J.P. Morgan Private Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $99.9M | Buy |
+6,025,838
| New | +$99.9M | 0.29% | 86 |
|
|
2023
Q2 | – | Sell |
-6,132,797
| Closed | -$107M | – | 1708 |
|
|
2023
Q1 | $107M | Sell |
6,132,797
-417,615
| -6% | -$7.31M | 0.23% | 103 |
|
|
2022
Q4 | $118M | Buy |
6,550,412
+98,918
| +2% | +$1.79M | 0.26% | 90 |
|
|
2022
Q3 | $107M | Buy |
6,451,494
+278,956
| +5% | +$4.64M | 0.28% | 85 |
|
|
2022
Q2 | $103M | Buy |
6,172,538
+910,060
| +17% | +$15.3M | 0.26% | 92 |
|
|
2022
Q1 | $99.5M | Buy |
5,262,478
+635,912
| +14% | +$12M | 0.22% | 108 |
|
|
2021
Q4 | $73.4M | Buy |
4,626,566
+231,011
| +5% | +$3.66M | 0.16% | 149 |
|
|
2021
Q3 | $73.5M | Buy |
4,395,555
+408,211
| +10% | +$6.83M | 0.18% | 136 |
|
|
2021
Q2 | $72.7M | Buy |
3,987,344
+932,880
| +31% | +$17M | 0.19% | 130 |
|
|
2021
Q1 | $50.9M | Sell |
3,054,464
-222,762
| -7% | -$3.71M | 0.16% | 141 |
|
|
2020
Q4 | $44.8M | Buy |
3,277,226
+993,976
| +44% | +$13.6M | 0.15% | 152 |
|
|
2020
Q3 | $28.2M | Buy |
2,283,250
+49,653
| +2% | +$612K | 0.11% | 179 |
|
|
2020
Q2 | $33.9M | Buy |
2,233,597
+8,079
| +0.4% | +$123K | 0.15% | 139 |
|
|
2020
Q1 | $31M | Sell |
2,225,518
-87,325
| -4% | -$1.22M | 0.18% | 128 |
|
|
2019
Q4 | $49M | Buy |
2,312,843
+254,226
| +12% | +$5.38M | 0.22% | 115 |
|
|
2019
Q3 | $42.4M | Buy |
2,058,617
+277,113
| +16% | +$5.71M | 0.22% | 111 |
|
|
2019
Q2 | $37.2M | Buy |
1,781,504
+24,245
| +1% | +$506K | 0.2% | 117 |
|
|
2019
Q1 | $35.2M | Buy |
1,757,259
+161,517
| +10% | +$3.23M | 0.18% | 126 |
|
|
2018
Q4 | $24.5M | Sell |
1,595,742
-260,148
| -14% | -$4M | 0.15% | 149 |
|
|
2018
Q3 | $32.9M | Buy |
1,855,890
+447,119
| +32% | +$7.93M | 0.16% | 144 |
|
|
2018
Q2 | $24.9M | Buy |
1,408,771
+304,284
| +28% | +$5.38M | 0.14% | 160 |
|
|
2018
Q1 | $16.6M | Buy |
1,104,487
+40,444
| +4% | +$609K | 0.11% | 176 |
|
|
2017
Q4 | $19.2M | Sell |
1,064,043
-360,073
| -25% | -$6.51M | 0.13% | 164 |
|
|
2017
Q3 | $27.3M | Sell |
1,424,116
-65,872
| -4% | -$1.26M | 0.2% | 122 |
|
|
2017
Q2 | $28.5M | Sell |
1,489,988
-199,763
| -12% | -$3.83M | 0.22% | 111 |
|
|
2017
Q1 | $36.7M | Buy |
1,689,751
+184,761
| +12% | +$4.02M | 0.28% | 92 |
|
|
2016
Q4 | $31.2M | Buy |
1,504,990
+14,160
| +0.9% | +$293K | 0.27% | 95 |
|
|
2016
Q3 | $34.5M | Sell |
1,490,830
-32,060
| -2% | -$742K | 0.32% | 86 |
|
|
2016
Q2 | $28.5M | Sell |
1,522,890
-324,797
| -18% | -$6.08M | 0.28% | 96 |
|
|
2016
Q1 | $33M | Buy |
1,847,687
+537,909
| +41% | +$9.61M | 0.32% | 90 |
|
|
2015
Q4 | $19.5M | Sell |
1,309,778
-519,532
| -28% | -$7.75M | 0.2% | 122 |
|
|
2015
Q3 | $50.6M | Buy |
1,829,310
+351,160
| +24% | +$9.72M | 0.64% | 41 |
|
|
2015
Q2 | $56.7M | Buy |
1,478,150
+27,382
| +2% | +$1.05M | 0.65% | 41 |
|
|
2015
Q1 | $61M | Buy |
1,450,768
+103,934
| +8% | +$4.37M | 0.7% | 33 |
|
|
2014
Q4 | $57M | Buy |
1,346,834
+613,946
| +84% | +$26M | 0.68% | 35 |
|
|
2014
Q3 | $28.1M | Buy |
732,888
+52,669
| +8% | +$2.02M | 0.36% | 73 |
|
|
2014
Q2 | $24.7M | Buy |
680,219
+36,159
| +6% | +$1.31M | 0.42% | 72 |
|
|
2014
Q1 | $20.9M | Sell |
644,060
-71,060
| -10% | -$2.31M | 0.38% | 78 |
|
|
2013
Q4 | $25.7M | Buy |
715,120
+66,855
| +10% | +$2.41M | 0.52% | 56 |
|
|
2013
Q3 | $23.1M | Buy |
648,265
+105,897
| +20% | +$3.77M | 0.52% | 56 |
|
|
2013
Q2 | $20.7M | Buy |
+542,368
| New | +$20.7M | 0.51% | 58 |
|