JP Morgan Private Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,105	Closed	-$209K	–	1752
2023 Q2	$209K	Sell	5,105 -38,758	-88%	-$1.54M	﹤0.01%	1372
2023 Q1	$1.73M	Sell	43,863 -3,799	-8%	-$158K	﹤0.01%	936
2022 Q4	$1.95M	Buy	47,662 +2,441	+5%	+$98.5K	﹤0.01%	862
2022 Q3	$1.64M	Buy	45,221 +1,227	+3%	+$46.8K	﹤0.01%	918
2022 Q2	$1.67M	Buy	+43,994	New	+$1.73M	﹤0.01%	903
2016 Q2	–	Sell	-19,662	Closed	-$453K	–	1292
2016 Q1	$453K	Buy	19,662 +9,021	+85%	+$198K	﹤0.01%	780
2015 Q4	$247K	Buy	+10,641	New	+$251K	﹤0.01%	945

Other funds holding KIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFM

Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2023, closing a stake of 5,105 shares — an estimated $209K sold.

JP Morgan Private Wealth Advisors first reported a position in KIE in Q4 2015 and held it in 7 quarters. The position peaked at $1.95M in Q4 2022. 132 funds tracked by Wall St. Rank hold KIE as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,105 State Street SPDR S&P Insurance ETF shares in Q3 2023, an estimated $209K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.95M in Q4 2022.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2023.

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