JP Morgan Chase
KBWY icon

JP Morgan Chase’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

JP Morgan Chase’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$10.7K – 7536
2024
Q4 		$10.7K Hold
600
– – ﹤0.01% 6379
2024
Q3 		$12.7K Hold
600
– – ﹤0.01% 6327
2024
Q2 		$10.7K Hold
600
– – ﹤0.01% 6251
2024
Q1 		$10.8K Hold
600
– – ﹤0.01% 6335
2023
Q4 		$12.1K Hold
600
– – ﹤0.01% 6360
2023
Q3 		$10.5K Buy
+600
New +$11.3K ﹤0.01% 6246
2023
Q1 		– Sell
-189
Closed -$4K – 6978
2022
Q4 		$4K Buy
+189
New +$3.78K ﹤0.01% 6201
2022
Q3 		– Sell
-58
Closed -$1K – 6668
2022
Q2 		$1K Sell
58
-142
-71% -$3.29K ﹤0.01% 6359
2022
Q1 		$5K Buy
+200
New +$4.94K ﹤0.01% 6323
2021
Q1 		– Sell
-120
Closed -$2K – 6203
2020
Q4 		$2K Buy
+120
New +$2.32K ﹤0.01% 5520
2020
Q2 		– Sell
-8,784
Closed -$146K – 5538
2020
Q1 		$146K Buy
8,784
+6,826
+349% +$183K ﹤0.01% 4393
2019
Q4 		$61K Buy
+1,958
New +$60.7K ﹤0.01% 5058
2018
Q3 		– Sell
-24
Closed -$1K – 5740
2018
Q2 		$1K Buy
+24
New +$791 ﹤0.01% 5487
2017
Q3 		– Sell
-9,666
Closed -$360K – 5064
2017
Q2 		$360K Sell
9,666
-220
-2% -$8.26K ﹤0.01% 3838
2017
Q1 		$373K Buy
+9,886
New +$370K ﹤0.01% 3834

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

JP Morgan Chase's KBWY Position: Q1 2025 in Review

JP Morgan Chase sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2025, closing a stake of 600 shares — an estimated $10.7K sold.

JP Morgan Chase first reported a position in KBWY in Q1 2017 and held it in 15 quarters. The position peaked at $373K in Q1 2017. 52 funds tracked by Wall St. Rank hold KBWY as of Q1 2025.

  • JP Morgan Chase reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 600 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2025, an estimated $10.7K.
  • JP Morgan Chase first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2017 and held it in 15 quarters.
  • JP Morgan Chase's Invesco KBW Premium Yield Equity REIT ETF position peaked at $373K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.