JP Morgan Chase
KAVL

JP Morgan Chase’s Kaival Brands Innovations Group KAVL Stock Holding History

JP Morgan Chase’s Portfolio KAVL Stock Details KAVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$3 – 7656
2023
Q4 		$3 Hold
1
– – ﹤0.01% 7462
2023
Q3 		$7 Buy
+1
New +$13 ﹤0.01% 7332

Other funds holding KAVL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase's KAVL Position: Q1 2024 in Review

JP Morgan Chase sold out of Kaival Brands Innovations Group (KAVL) in Q1 2024, closing a stake of 1 share — an estimated $3 sold.

JP Morgan Chase first reported a position in KAVL in Q3 2023 and held it in 2 quarters. The position peaked at $7 in Q3 2023. 7 funds tracked by Wall St. Rank hold KAVL as of Q1 2024.

  • JP Morgan Chase reported no remaining Kaival Brands Innovations Group position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1 Kaival Brands Innovations Group share in Q1 2024, an estimated $3.
  • JP Morgan Chase first reported a position in Kaival Brands Innovations Group in Q3 2023 and held it in 2 quarters.
  • JP Morgan Chase's Kaival Brands Innovations Group position peaked at $7 in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.