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JP Morgan Private Wealth Advisors’s KBR KBR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-94,081
Closed -$5.18M – 1702
2023
Q1 		$5.18M Buy
94,081
+157
+0.2% +$8.22K 0.01% 576
2022
Q4 		$4.96M Buy
93,924
+73
+0.1% +$3.63K 0.01% 580
2022
Q3 		$4.06M Sell
93,851
-954
-1% -$47K 0.01% 616
2022
Q2 		$4.59M Buy
94,805
+5,424
+6% +$268K 0.01% 591
2022
Q1 		$4.89M Buy
89,381
+79,106
+770% +$3.84M 0.01% 620
2021
Q4 		$489K Buy
+10,275
New +$454K ﹤0.01% 1565

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KBR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of KBR (KBR) in Q2 2023, closing a stake of 94,081 shares — an estimated $5.18M sold.

JP Morgan Private Wealth Advisors first reported a position in KBR in Q4 2021 and held it in 6 quarters. The position peaked at $5.18M in Q1 2023. 379 funds tracked by Wall St. Rank hold KBR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining KBR position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 94,081 KBR shares in Q2 2023, an estimated $5.18M.
  • JP Morgan Private Wealth Advisors first reported a position in KBR in Q4 2021 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's KBR position peaked at $5.18M in Q1 2023.
  • 379 funds tracked by Wall St. Rank held KBR as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.