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JP Morgan Private Wealth Advisors’s Krispy Kreme DNUT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DNUT Stock Details DNUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,768
Closed -$203K – 1732
2023
Q2 		$203K Sell
13,768
-618
-4% -$9.26K ﹤0.01% 1388
2023
Q1 		$224K Buy
14,386
+300
+2% +$3.89K ﹤0.01% 1792
2022
Q4 		$145K Buy
14,086
+1,242
+10% +$16.9K ﹤0.01% 1860
2022
Q3 		$148K Buy
12,844
+965
+8% +$12.7K ﹤0.01% 1849
2022
Q2 		$162K Buy
11,879
+514
+5% +$7.1K ﹤0.01% 1842
2022
Q1 		$169K Buy
+11,365
New +$171K ﹤0.01% 1934

Other funds holding DNUT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DNUT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Krispy Kreme (DNUT) in Q3 2023, closing a stake of 13,768 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in DNUT in Q1 2022 and held it in 6 quarters. The position peaked at $224K in Q1 2023. 131 funds tracked by Wall St. Rank hold DNUT as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Krispy Kreme position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,768 Krispy Kreme shares in Q3 2023, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in Krispy Kreme in Q1 2022 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Krispy Kreme position peaked at $224K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.