JMPWA
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JP Morgan Private Wealth Advisors’s Kimco Realty KIM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.02M Sell
57,731
-9,355
-14% -$182K ﹤0.01% 964
2023
Q2 		$1.32M Buy
67,086
+1,135
+2% +$21.4K 0.01% 687
2023
Q1 		$1.29M Buy
65,951
+1,608
+2% +$33.1K ﹤0.01% 1050
2022
Q4 		$1.36M Sell
64,343
-2,187
-3% -$46K ﹤0.01% 1002
2022
Q3 		$1.23M Buy
66,530
+5,179
+8% +$109K ﹤0.01% 1045
2022
Q2 		$1.21M Buy
61,351
+329
+0.5% +$7.56K ﹤0.01% 1035
2022
Q1 		$1.51M Sell
61,022
-255,258
-81% -$6.16M ﹤0.01% 1022
2021
Q4 		$7.8M Buy
316,280
+36,452
+13% +$843K 0.02% 499
2021
Q3 		$5.81M Buy
279,828
+28,767
+11% +$615K 0.01% 558
2021
Q2 		$5.24M Buy
251,061
+59,896
+31% +$1.24M 0.01% 584
2021
Q1 		$3.58M Buy
191,165
+167,572
+710% +$2.96M 0.01% 591
2020
Q4 		$354K Sell
23,593
-6,019
-20% -$79.6K ﹤0.01% 1430
2020
Q3 		$333K Sell
29,612
-19,803
-40% -$234K ﹤0.01% 1317
2020
Q2 		$634K Buy
49,415
+13,911
+39% +$155K ﹤0.01% 984
2020
Q1 		$343K Sell
35,504
-10,295
-22% -$177K ﹤0.01% 1083
2019
Q4 		$949K Sell
45,799
-5,391
-11% -$113K ﹤0.01% 811
2019
Q3 		$1.07M Buy
51,190
+10,248
+25% +$195K 0.01% 732
2019
Q2 		$757K Buy
40,942
+3,791
+10% +$68.6K ﹤0.01% 844
2019
Q1 		$687K Sell
37,151
-16,001
-30% -$275K ﹤0.01% 905
2018
Q4 		$779K Sell
53,152
-40,671
-43% -$639K ﹤0.01% 834
2018
Q3 		$1.57M Buy
93,823
+79,234
+543% +$1.33M 0.01% 681
2018
Q2 		$247K Buy
+14,589
New +$220K ﹤0.01% 1285

Other funds holding KIM

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Kimco Realty (KIM) stake by 14% in Q3 2023, selling an estimated $182K and leaving 57,731 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #964.

JP Morgan Private Wealth Advisors first reported a position in KIM in Q2 2018 and has held it in 22 quarters since. The position peaked at $7.8M in Q4 2021. 490 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 57,731 shares of Kimco Realty worth $1.02M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 9,355 Kimco Realty shares in Q3 2023, an estimated $182K.
  • Kimco Realty made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #964 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Kimco Realty in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Kimco Realty position peaked at $7.8M in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

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