JP Morgan Chase
KVLE icon

JP Morgan Chase’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

JP Morgan Chase’s Portfolio KVLE Stock Details KVLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-119
Closed -$3K – 6991
2022
Q4 		$3K Buy
+119
New +$2.57K ﹤0.01% 6250

Other funds holding KVLE

3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

JP Morgan Chase's KVLE Position: Q1 2023 in Review

JP Morgan Chase sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q1 2023, closing a stake of 119 shares — an estimated $3K sold.

JP Morgan Chase first reported a position in KVLE in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 9 funds tracked by Wall St. Rank hold KVLE as of Q1 2023.

  • JP Morgan Chase reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 119 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2023, an estimated $3K.
  • JP Morgan Chase first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2022 and held it in 1 quarter.
  • JP Morgan Chase's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $3K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.