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JP Morgan Private Wealth Advisors’s KB Home KBH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$487K Sell
10,529
-1,817
-15% -$92.4K ﹤0.01% 1253
2023
Q2 		$638K Sell
12,346
-23,614
-66% -$1.07M ﹤0.01% 934
2023
Q1 		$1.44M Sell
35,960
-3,020
-8% -$110K ﹤0.01% 999
2022
Q4 		$1.24M Buy
38,980
+370
+1% +$11K ﹤0.01% 1041
2022
Q3 		$1M Buy
38,610
+718
+2% +$21.6K ﹤0.01% 1136
2022
Q2 		$1.08M Buy
37,892
+2,717
+8% +$86.8K ﹤0.01% 1111
2022
Q1 		$1.14M Sell
35,175
-657
-2% -$25.9K ﹤0.01% 1158
2021
Q4 		$1.6M Sell
35,832
-179
-0.5% -$7.49K ﹤0.01% 1009
2021
Q3 		$1.4M Sell
36,011
-6,865
-16% -$285K ﹤0.01% 1051
2021
Q2 		$1.75M Buy
42,876
+9,347
+28% +$431K ﹤0.01% 933
2021
Q1 		$1.56M Buy
+33,529
New +$1.38M 0.01% 862

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its KB Home (KBH) stake by 15% in Q3 2023, selling an estimated $92.4K and leaving 10,529 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

JP Morgan Private Wealth Advisors first reported a position in KBH in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.75M in Q2 2021. 354 funds tracked by Wall St. Rank hold KBH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,529 shares of KB Home worth $487K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,817 KB Home shares in Q3 2023, an estimated $92.4K.
  • KB Home made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1253 holding.
  • JP Morgan Private Wealth Advisors first reported a position in KB Home in Q1 2021 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's KB Home position peaked at $1.75M in Q2 2021.
  • 354 funds tracked by Wall St. Rank held KB Home as of Q3 2023.

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