JP Morgan Private Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $36.8M | Buy |
+803,350
| New | +$38.5M | 0.11% | 196 |
|
|
2023
Q2 | – | Sell |
-464,750
| Closed | -$18.6M | – | 1706 |
|
|
2023
Q1 | $18.6M | Sell |
464,750
-52,820
| -10% | -$2.08M | 0.04% | 318 |
|
|
2022
Q4 | $19.5M | Buy |
517,570
+21,690
| +4% | +$756K | 0.04% | 309 |
|
|
2022
Q3 | $15M | Sell |
495,880
-326,030
| -40% | -$11.3M | 0.04% | 325 |
|
|
2022
Q2 | $26.2M | Sell |
821,910
-197,120
| -19% | -$6.63M | 0.07% | 252 |
|
|
2022
Q1 | $37.3M | Buy |
1,019,030
+38,870
| +4% | +$1.45M | 0.08% | 237 |
|
|
2021
Q4 | $42.2M | Buy |
980,160
+186,050
| +23% | +$7.18M | 0.09% | 208 |
|
|
2021
Q3 | $26.6M | Buy |
794,110
+66,920
| +9% | +$2.23M | 0.07% | 265 |
|
|
2021
Q2 | $23.6M | Buy |
727,190
+86,340
| +13% | +$2.77M | 0.06% | 279 |
|
|
2021
Q1 | $21.2M | Sell |
640,850
-126,860
| -17% | -$3.82M | 0.07% | 261 |
|
|
2020
Q4 | $19.9M | Buy |
767,710
+268,350
| +54% | +$6.25M | 0.06% | 255 |
|
|
2020
Q3 | $9.68M | Buy |
499,360
+290,720
| +139% | +$5.75M | 0.04% | 332 |
|
|
2020
Q2 | $4.06M | Buy |
208,640
+23,660
| +13% | +$404K | 0.02% | 409 |
|
|
2020
Q1 | $2.66M | Buy |
184,980
+23,810
| +15% | +$383K | 0.02% | 474 |
|
|
2019
Q4 | $2.87M | Buy |
161,170
+10,930
| +7% | +$183K | 0.01% | 541 |
|
|
2019
Q3 | $2.4M | Buy |
150,240
+25,500
| +20% | +$356K | 0.01% | 554 |
|
|
2019
Q2 | $1.47M | Buy |
124,740
+30,840
| +33% | +$357K | 0.01% | 658 |
|
|
2019
Q1 | $1.12M | Sell |
93,900
-1,120
| -1% | -$12K | 0.01% | 756 |
|
|
2018
Q4 | $850K | Sell |
95,020
-420
| -0.4% | -$3.91K | 0.01% | 803 |
|
|
2018
Q3 | $971K | Sell |
95,440
-2,640
| -3% | -$28.9K | ﹤0.01% | 837 |
|
|
2018
Q2 | $1.01M | Sell |
98,080
-6,680
| -6% | -$72.6K | 0.01% | 777 |
|
|
2018
Q1 | $1.14M | Sell |
104,760
-4,760
| -4% | -$53K | 0.01% | 616 |
|
|
2017
Q4 | $1.15M | Buy |
109,520
+16,020
| +17% | +$169K | 0.01% | 624 |
|
|
2017
Q3 | $991K | Buy |
93,500
+9,530
| +11% | +$91K | 0.01% | 636 |
|
|
2017
Q2 | $769K | Sell |
83,970
-8,920
| -10% | -$89.1K | 0.01% | 688 |
|
|
2017
Q1 | $883K | Sell |
92,890
-260
| -0.3% | -$2.29K | 0.01% | 670 |
|
|
2016
Q4 | $733K | Buy |
93,150
+7,910
| +9% | +$60.4K | 0.01% | 690 |
|
|
2016
Q3 | $595K | Buy |
85,240
+330
| +0.4% | +$2.38K | 0.01% | 730 |
|
|
2016
Q2 | $622K | Buy |
84,910
+9,640
| +13% | +$69.1K | 0.01% | 714 |
|
|
2016
Q1 | $548K | Sell |
75,270
-3,390
| -4% | -$22.8K | 0.01% | 726 |
|
|
2015
Q4 | $546K | Buy |
78,660
+25,680
| +48% | +$164K | 0.01% | 668 |
|
|
2015
Q3 | $265K | Sell |
52,980
-15,100
| -22% | -$77.6K | ﹤0.01% | 831 |
|
|
2015
Q2 | $383K | Sell |
68,080
-15,750
| -19% | -$92.1K | ﹤0.01% | 764 |
|
|
2015
Q1 | $489K | Sell |
83,830
-15,540
| -16% | -$99.4K | 0.01% | 733 |
|
|
2014
Q4 | $699K | Buy |
99,370
+16,900
| +20% | +$125K | 0.01% | 616 |
|
|
2014
Q3 | $650K | Buy |
82,470
+8,790
| +12% | +$66.3K | 0.01% | 623 |
|
|
2014
Q2 | $535K | Sell |
73,680
-1,050
| -1% | -$6.97K | 0.01% | 544 |
|
|
2014
Q1 | $517K | Buy |
74,730
+16,760
| +29% | +$108K | 0.01% | 555 |
|
|
2013
Q4 | $374K | Buy |
57,970
+1,660
| +3% | +$10.5K | 0.01% | 505 |
|
|
2013
Q3 | $343K | Hold |
56,310
| – | – | 0.01% | 493 |
|
|
2013
Q2 | $314K | Buy |
+56,310
| New | +$307K | 0.01% | 490 |
|
Other funds holding KLAC
JP Morgan Private Wealth Advisors's KLAC Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in KLA (KLAC) in Q3 2023: 803,350 shares worth $36.8M. The stake represents 0.11% of the portfolio and ranks #196 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in KLAC as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in KLAC in Q2 2013 and has held it in 41 quarters since. The position peaked at $42.2M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.
- JP Morgan Private Wealth Advisors held 803,350 shares of KLA worth $36.8M as of Q3 2023.
- KLA was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- KLA made up 0.11% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #196 holding.
- JP Morgan Private Wealth Advisors first reported a position in KLA in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's KLA position peaked at $42.2M in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held KLA as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.