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JD Financial Services’s Invesco KBW Bank ETF KBWB Stock Holding History

JD Financial Services’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.9M Buy
+28,002
New +$1.96M 1.57% 18

Other funds holding KBWB

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

JD Financial Services's KBWB Position: Q4 2021 in Review

JD Financial Services opened a new position in Invesco KBW Bank ETF (KBWB) in Q4 2021: 28,002 shares worth $1.9M. The stake represents 1.57% of the portfolio and ranks #18 among its holdings.

171 funds tracked by Wall St. Rank hold KBWB as of Q4 2021.

  • JD Financial Services held 28,002 shares of Invesco KBW Bank ETF worth $1.9M as of Q4 2021.
  • Invesco KBW Bank ETF was a new JD Financial Services position in Q4 2021.
  • Invesco KBW Bank ETF made up 1.57% of JD Financial Services's portfolio in Q4 2021, its #18 holding.
  • 171 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.