JP Morgan Private Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-47,018	Closed	-$3.19M	–	2047
2021 Q4	$3.19M	Sell	47,018 -601,982	-93%	-$42.1M	0.01%	752
2021 Q3	$43.5M	Sell	649,000 -32,102	-5%	-$2.08M	0.11%	197
2021 Q2	$43.9M	Buy	681,102 +129,611	+24%	+$8.52M	0.11%	192
2021 Q1	$34.1M	Buy	+551,491	New	+$31.8M	0.11%	192
2018 Q4	–	Sell	-3,697	Closed	-$200K	–	1533
2018 Q3	$200K	Buy	+3,697	New	+$207K	﹤0.01%	1483

Other funds holding KBWB

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KBWB Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q1 2022, closing a stake of 47,018 shares — an estimated $3.19M sold.

JP Morgan Private Wealth Advisors first reported a position in KBWB in Q3 2018 and held it in 5 quarters. The position peaked at $43.9M in Q2 2021. 173 funds tracked by Wall St. Rank hold KBWB as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Invesco KBW Bank ETF position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 47,018 Invesco KBW Bank ETF shares in Q1 2022, an estimated $3.19M.
JP Morgan Private Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q3 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Invesco KBW Bank ETF position peaked at $43.9M in Q2 2021.
173 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.