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JFS Wealth Advisors’s Kinder Morgan KMI Stock Holding History

JFS Wealth Advisors’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.1K Buy
2,350
+84
+4% +$2.71K ﹤0.01% 473
2026
Q1 		$76K Sell
2,266
-1,930
-46% -$60.3K ﹤0.01% 443
2025
Q4 		$115K Buy
4,196
+922
+28% +$24.9K 0.01% 387
2025
Q3 		$92.7K Buy
3,274
+276
+9% +$7.55K 0.01% 418
2025
Q2 		$88.1K Sell
2,998
-102
-3% -$2.8K 0.01% 386
2025
Q1 		$88.4K Sell
3,100
-4
-0.1% -$111 0.01% 382
2024
Q4 		$85K Buy
3,104
+827
+36% +$21.6K 0.01% 379
2024
Q3 		$50.3K Buy
2,277
+1,139
+100% +$24K ﹤0.01% 468
2024
Q2 		$22.6K Sell
1,138
-833
-42% -$15.9K ﹤0.01% 577
2024
Q1 		$36.1K Sell
1,971
-245
-11% -$4.28K ﹤0.01% 497
2023
Q4 		$39.1K Buy
2,216
+404
+22% +$6.89K ﹤0.01% 451
2023
Q3 		$30.1K Buy
1,812
+107
+6% +$1.84K ﹤0.01% 455
2023
Q2 		$29.4K Buy
1,705
+12
+0.7% +$204 ﹤0.01% 457
2023
Q1 		$29.6K Sell
1,693
-116
-6% -$2.06K ﹤0.01% 447
2022
Q4 		$32.7K Sell
1,809
-5
-0.3% -$90 ﹤0.01% 432
2022
Q3 		$30K Buy
1,814
+297
+20% +$5.28K ﹤0.01% 480
2022
Q2 		$25K Sell
1,517
-176
-10% -$3.29K ﹤0.01% 543
2022
Q1 		$32K Buy
1,693
+361
+27% +$6.35K ﹤0.01% 510
2021
Q4 		$21K Sell
1,332
-2,171
-62% -$36.1K ﹤0.01% 558
2021
Q3 		$59K Sell
3,503
-366
-9% -$6.22K 0.01% 392
2021
Q2 		$71K Buy
3,869
+2,815
+267% +$50.2K 0.01% 244
2021
Q1 		$18K Buy
1,054
+17
+2% +$260 ﹤0.01% 353
2020
Q4 		$14K Buy
1,037
+19
+2% +$254 ﹤0.01% 380
2020
Q3 		$13K Buy
1,018
+17
+2% +$237 ﹤0.01% 370
2020
Q2 		$15K Buy
1,001
+16
+2% +$243 ﹤0.01% 338
2020
Q1 		$14K Buy
985
+11
+1% +$209 ﹤0.01% 307
2019
Q4 		$21K Buy
974
+11
+1% +$223 0.01% 301
2019
Q3 		$20K Buy
963
+56
+6% +$1.15K 0.01% 305
2019
Q2 		$19K Buy
907
+11
+1% +$222 ﹤0.01% 312
2019
Q1 		$18K Buy
896
+10
+1% +$187 ﹤0.01% 308
2018
Q4 		$14K Buy
886
+10
+1% +$169 ﹤0.01% 315
2018
Q3 		$16K Sell
876
-388
-31% -$6.94K ﹤0.01% 345
2018
Q2 		$22K Buy
1,264
+15
+1% +$245 0.01% 303
2018
Q1 		$19K Buy
1,249
+9
+0.7% +$156 0.01% 321
2017
Q4 		$22K Buy
1,240
+9
+0.7% +$161 0.01% 324
2017
Q3 		$24K Buy
1,231
+8
+0.7% +$156 0.01% 301
2017
Q2 		$23K Sell
1,223
-205
-14% -$4.08K 0.01% 284
2017
Q1 		$30K Hold
1,428
– – 0.01% 266
2016
Q4 		$30K Sell
1,428
-6,073
-81% -$128K 0.01% 266
2016
Q3 		$173K Buy
7,501
+6,320
+535% +$134K 0.05% 139
2016
Q2 		$22K Buy
1,181
+8
+0.7% +$143 0.01% 316
2016
Q1 		$21K Sell
1,173
-551
-32% -$9.01K 0.01% 314
2015
Q4 		$25K Buy
+1,724
New +$41.1K 0.01% 308
2015
Q3 		– Sell
-525
Closed -$20K – 524
2015
Q2 		$20K Buy
525
+193
+58% +$8.06K 0.01% 279
2015
Q1 		$14K Buy
332
+25
+8% +$1.03K 0.01% 322
2014
Q4 		$13K Buy
+307
New +$12.1K ﹤0.01% 341

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's KMI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Kinder Morgan (KMI) stake by 3.7% in Q2 2026, buying an estimated $2.71K and bringing the position to 2,350 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

JFS Wealth Advisors first reported a position in KMI in Q4 2014 and has held it in 46 quarters since. The position peaked at $173K in Q3 2016. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • JFS Wealth Advisors held 2,350 shares of Kinder Morgan worth $75.1K as of Q2 2026.
  • JFS Wealth Advisors bought 84 Kinder Morgan shares in Q2 2026, an estimated $2.71K.
  • Kinder Morgan made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #473 holding.
  • JFS Wealth Advisors first reported a position in Kinder Morgan in Q4 2014 and has held it in 46 quarters since.
  • JFS Wealth Advisors's Kinder Morgan position peaked at $173K in Q3 2016.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.