JMPWA
FSK icon

JP Morgan Private Wealth Advisors’s FS KKR Capital FSK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,415
Closed -$80K – 1483
2019
Q3 		$80K Buy
+3,415
New +$80.1K ﹤0.01% 1398
2019
Q2 		– Sell
-3,647
Closed -$88K – 1408
2019
Q1 		$88K Sell
3,647
-1,195
-25% -$29.6K ﹤0.01% 1422
2018
Q4 		$100K Buy
+4,842
New +$121K ﹤0.01% 1394
2017
Q4 		– Sell
-3,942
Closed -$134K – 1304
2017
Q3 		$134K Hold
3,942
– – ﹤0.01% 1185
2017
Q2 		$144K Hold
3,942
– – ﹤0.01% 1175
2017
Q1 		$155K Hold
3,942
– – ﹤0.01% 1269
2016
Q4 		$163K Sell
3,942
-375
-9% -$14.7K ﹤0.01% 1182
2016
Q3 		$163K Buy
4,317
+308
+8% +$11.7K ﹤0.01% 1164
2016
Q2 		$145K Buy
+4,009
New +$145K ﹤0.01% 1192
2015
Q1 		– Sell
-3,009
Closed -$120K – 1150
2014
Q4 		$120K Sell
3,009
-150
-5% -$6.21K ﹤0.01% 1038
2014
Q3 		$136K Hold
3,159
– – ﹤0.01% 1021
2014
Q2 		$135K Buy
+3,159
New +$130K ﹤0.01% 853

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FSK Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of FS KKR Capital (FSK) in Q4 2019, closing a stake of 3,415 shares — an estimated $80K sold.

JP Morgan Private Wealth Advisors first reported a position in FSK in Q2 2014 and held it in 12 quarters. The position peaked at $163K in Q4 2016. 358 funds tracked by Wall St. Rank hold FSK as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining FS KKR Capital position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,415 FS KKR Capital shares in Q4 2019, an estimated $80K.
  • JP Morgan Private Wealth Advisors first reported a position in FS KKR Capital in Q2 2014 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's FS KKR Capital position peaked at $163K in Q4 2016.
  • 358 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.