JP Morgan Private Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.1M | Buy |
+91,562
| New | +$11.8M | 0.03% | 360 |
|
|
2023
Q2 | – | Sell |
-110,858
| Closed | -$14.9M | – | 1707 |
|
|
2023
Q1 | $14.9M | Sell |
110,858
-27,874
| -20% | -$3.62M | 0.03% | 353 |
|
|
2022
Q4 | $18.8M | Buy |
138,732
+13,403
| +11% | +$1.7M | 0.04% | 315 |
|
|
2022
Q3 | $14.1M | Buy |
125,329
+7,466
| +6% | +$971K | 0.04% | 335 |
|
|
2022
Q2 | $15.9M | Buy |
117,863
+6,994
| +6% | +$921K | 0.04% | 319 |
|
|
2022
Q1 | $13.7M | Buy |
110,869
+3,371
| +3% | +$445K | 0.03% | 379 |
|
|
2021
Q4 | $15.4M | Sell |
107,498
-13,448
| -11% | -$1.81M | 0.03% | 365 |
|
|
2021
Q3 | $16M | Buy |
120,946
+4,112
| +4% | +$559K | 0.04% | 348 |
|
|
2021
Q2 | $15.6M | Buy |
116,834
+10,109
| +9% | +$1.35M | 0.04% | 351 |
|
|
2021
Q1 | $14.8M | Sell |
106,725
-14,807
| -12% | -$1.97M | 0.05% | 317 |
|
|
2020
Q4 | $16.4M | Buy |
121,532
+4,124
| +4% | +$577K | 0.05% | 294 |
|
|
2020
Q3 | $17.3M | Buy |
117,408
+4,079
| +4% | +$613K | 0.07% | 232 |
|
|
2020
Q2 | $16M | Buy |
113,329
+7,606
| +7% | +$1.05M | 0.07% | 219 |
|
|
2020
Q1 | $13.5M | Buy |
105,723
+38,855
| +58% | +$5.38M | 0.08% | 216 |
|
|
2019
Q4 | $9.2M | Buy |
66,868
+3,388
| +5% | +$458K | 0.04% | 319 |
|
|
2019
Q3 | $9.02M | Buy |
63,480
+430
| +0.7% | +$59.1K | 0.05% | 309 |
|
|
2019
Q2 | $8.4M | Sell |
63,050
-98,006
| -61% | -$12.6M | 0.05% | 299 |
|
|
2019
Q1 | $20M | Sell |
161,056
-991
| -0.6% | -$115K | 0.1% | 192 |
|
|
2018
Q4 | $18.5M | Buy |
162,047
+11,863
| +8% | +$1.32M | 0.11% | 181 |
|
|
2018
Q3 | $17.1M | Buy |
150,184
+3,253
| +2% | +$365K | 0.08% | 223 |
|
|
2018
Q2 | $15.5M | Sell |
146,931
-82,438
| -36% | -$8.56M | 0.09% | 216 |
|
|
2018
Q1 | $25.3M | Buy |
229,369
+87,873
| +62% | +$10M | 0.17% | 130 |
|
|
2017
Q4 | $17.1M | Buy |
141,496
+85,439
| +152% | +$9.96M | 0.11% | 176 |
|
|
2017
Q3 | $6.6M | Buy |
56,057
+1,660
| +3% | +$203K | 0.05% | 275 |
|
|
2017
Q2 | $7.02M | Sell |
54,397
-515
| -0.9% | -$67K | 0.05% | 262 |
|
|
2017
Q1 | $7.23M | Buy |
54,912
+2,195
| +4% | +$277K | 0.06% | 259 |
|
|
2016
Q4 | $6.02M | Buy |
52,717
+81
| +0.2% | +$9.4K | 0.05% | 256 |
|
|
2016
Q3 | $6.64M | Sell |
52,636
-2,335
| -4% | -$302K | 0.06% | 243 |
|
|
2016
Q2 | $7.56M | Sell |
54,971
-5,182
| -9% | -$678K | 0.07% | 218 |
|
|
2016
Q1 | $8.09M | Buy |
60,153
+13,481
| +29% | +$1.75M | 0.08% | 195 |
|
|
2015
Q4 | $5.94M | Buy |
46,672
+10,833
| +30% | +$1.3M | 0.06% | 223 |
|
|
2015
Q3 | $3.91M | Sell |
35,839
-2,009
| -5% | -$221K | 0.05% | 247 |
|
|
2015
Q2 | $4.01M | Sell |
37,848
-3,094
| -8% | -$337K | 0.05% | 271 |
|
|
2015
Q1 | $4.39M | Sell |
40,942
-1,785
| -4% | -$197K | 0.05% | 257 |
|
|
2014
Q4 | $4.94M | Buy |
42,727
+2,129
| +5% | +$236K | 0.06% | 248 |
|
|
2014
Q3 | $4.19M | Buy |
40,598
+473
| +1% | +$49.3K | 0.05% | 268 |
|
|
2014
Q2 | $4.28M | Sell |
40,125
-362
| -0.9% | -$38.5K | 0.07% | 216 |
|
|
2014
Q1 | $4.28M | Buy |
40,487
+5,636
| +16% | +$584K | 0.08% | 208 |
|
|
2013
Q4 | $3.49M | Buy |
34,851
+3,128
| +10% | +$312K | 0.07% | 209 |
|
|
2013
Q3 | $2.87M | Buy |
31,723
+310
| +1% | +$28.7K | 0.07% | 216 |
|
|
2013
Q2 | $2.93M | Buy |
+31,413
| New | +$3.03M | 0.07% | 209 |
|
Other funds holding KMB
JP Morgan Private Wealth Advisors's KMB Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Kimberly-Clark (KMB) in Q3 2023: 91,562 shares worth $11.1M. The stake represents 0.03% of the portfolio and ranks #360 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in KMB as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in KMB in Q2 2013 and has held it in 41 quarters since. The position peaked at $25.3M in Q1 2018. 1,591 funds tracked by Wall St. Rank hold KMB as of Q3 2023.
- JP Morgan Private Wealth Advisors held 91,562 shares of Kimberly-Clark worth $11.1M as of Q3 2023.
- Kimberly-Clark was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Kimberly-Clark made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #360 holding.
- JP Morgan Private Wealth Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Kimberly-Clark position peaked at $25.3M in Q1 2018.
- 1,591 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.