JP Morgan Chase
KBAL

JP Morgan Chase’s Kimball International KBAL Stock Holding History

JP Morgan Chase’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-60,420
Closed -$750K – 7510
2023
Q1 		$750K Buy
60,420
+17,092
+39% +$147K ﹤0.01% 4240
2022
Q4 		$282K Buy
43,328
+10,719
+33% +$73.3K ﹤0.01% 4866
2022
Q3 		$205K Buy
32,609
+13,201
+68% +$102K ﹤0.01% 4944
2022
Q2 		$149K Buy
19,408
+2,237
+13% +$18.3K ﹤0.01% 5219
2022
Q1 		$145K Sell
17,171
-282,745
-94% -$2.69M ﹤0.01% 5349
2021
Q4 		$3.07M Buy
299,916
+17,204
+6% +$186K ﹤0.01% 3474
2021
Q3 		$3.17M Buy
282,712
+39,591
+16% +$486K ﹤0.01% 3414
2021
Q2 		$3.2M Buy
243,121
+23,137
+11% +$315K ﹤0.01% 3425
2021
Q1 		$3.08M Sell
219,984
-23,260
-10% -$302K ﹤0.01% 3375
2020
Q4 		$2.91M Sell
243,244
-246,531
-50% -$2.81M ﹤0.01% 3221
2020
Q3 		$5.09M Sell
489,775
-40,907
-8% -$456K ﹤0.01% 2554
2020
Q2 		$6.13M Buy
530,682
+40,426
+8% +$462K ﹤0.01% 2308
2020
Q1 		$5.84M Buy
490,256
+65,718
+15% +$1.09M ﹤0.01% 2132
2019
Q4 		$8.78M Buy
424,538
+21,726
+5% +$448K ﹤0.01% 2221
2019
Q3 		$7.78M Buy
402,812
+14,514
+4% +$259K ﹤0.01% 2340
2019
Q2 		$6.58M Buy
388,298
+191,209
+97% +$3.02M ﹤0.01% 2425
2019
Q1 		$2.79M Buy
197,089
+13,072
+7% +$196K ﹤0.01% 3099
2018
Q4 		$2.61M Sell
184,017
-26,240
-12% -$411K ﹤0.01% 3094
2018
Q3 		$3.52M Buy
210,257
+6,767
+3% +$115K ﹤0.01% 3033
2018
Q2 		$3.29M Buy
203,490
+42,962
+27% +$712K ﹤0.01% 3013
2018
Q1 		$2.74M Sell
160,528
-7,918
-5% -$140K ﹤0.01% 3050
2017
Q4 		$3.15M Buy
168,446
+3,344
+2% +$63.1K ﹤0.01% 3033
2017
Q3 		$3.32M Sell
165,102
-4,330
-3% -$73.9K ﹤0.01% 2857
2017
Q2 		$2.83M Sell
169,432
-3,349
-2% -$58K ﹤0.01% 2844
2017
Q1 		$2.85M Sell
172,781
-5,000
-3% -$83.6K ﹤0.01% 2814
2016
Q4 		$3.12M Buy
177,781
+7,681
+5% +$113K ﹤0.01% 2794
2016
Q3 		$2.2M Sell
170,100
-176
-0.1% -$2.15K ﹤0.01% 2741
2016
Q2 		$1.94M Buy
170,276
+376
+0.2% +$4.26K ﹤0.01% 2826
2016
Q1 		$1.93M Sell
169,900
-3,200
-2% -$33.8K ﹤0.01% 2721
2015
Q4 		$1.69M Sell
173,100
-58,900
-25% -$653K ﹤0.01% 2844
2015
Q3 		$2.19M Sell
232,000
-59,048
-20% -$664K ﹤0.01% 2691
2015
Q2 		$3.54M Sell
291,048
-680,002
-70% -$7.84M ﹤0.01% 2594
2015
Q1 		$10.2M Sell
971,050
-74,050
-7% -$702K ﹤0.01% 1893
2014
Q4 		$9.53M Sell
1,045,100
-347,011
-25% -$3.74M ﹤0.01% 1984
2014
Q3 		$16.4M Sell
1,392,111
-19,215
-1% -$239K ﹤0.01% 1578
2014
Q2 		$18.4M Buy
1,411,326
+91,207
+7% +$1.2M ﹤0.01% 1403
2014
Q1 		$18.7M Buy
1,320,119
+184,195
+16% +$2.43M 0.01% 1362
2013
Q4 		$13.3M Sell
1,135,924
-64,792
-5% -$650K ﹤0.01% 1600
2013
Q3 		$10.4M Buy
1,200,716
+326,408
+37% +$2.76M ﹤0.01% 1737
2013
Q2 		$6.63M Buy
+874,308
New +$6.58M ﹤0.01% 1931

Other funds holding KBAL

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase's KBAL Position: Q2 2023 in Review

JP Morgan Chase sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 60,420 shares — an estimated $750K sold.

JP Morgan Chase first reported a position in KBAL in Q2 2013 and held it in 40 quarters. The position peaked at $18.7M in Q1 2014. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

  • JP Morgan Chase reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 60,420 Kimball International shares in Q2 2023, an estimated $750K.
  • JP Morgan Chase first reported a position in Kimball International in Q2 2013 and held it in 40 quarters.
  • JP Morgan Chase's Kimball International position peaked at $18.7M in Q1 2014.
  • 1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.