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JP Morgan Private Wealth Advisors’s Kyndryl KD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,640
Closed -$172K – 1703
2023
Q1 		$172K Sell
11,640
-1,461
-11% -$20.7K ﹤0.01% 1855
2022
Q4 		$146K Sell
13,101
-1,360
-9% -$13.7K ﹤0.01% 1859
2022
Q3 		$120K Sell
14,461
-840
-5% -$8.74K ﹤0.01% 1866
2022
Q2 		$150K Sell
15,301
-3,671
-19% -$42.7K ﹤0.01% 1852
2022
Q1 		$249K Sell
18,972
-9,374
-33% -$141K ﹤0.01% 1831
2021
Q4 		$513K Buy
+28,346
New +$612K ﹤0.01% 1546

Other funds holding KD

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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Kyndryl (KD) in Q2 2023, closing a stake of 11,640 shares — an estimated $172K sold.

JP Morgan Private Wealth Advisors first reported a position in KD in Q4 2021 and held it in 6 quarters. The position peaked at $513K in Q4 2021. 573 funds tracked by Wall St. Rank hold KD as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Kyndryl position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,640 Kyndryl shares in Q2 2023, an estimated $172K.
  • JP Morgan Private Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Kyndryl position peaked at $513K in Q4 2021.
  • 573 funds tracked by Wall St. Rank held Kyndryl as of Q2 2023.

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