JP Morgan Private Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $99.9M | Buy |
+6,025,838
| New | +$104M | 0.29% | 86 |
|
|
2023
Q2 | – | Sell |
-6,132,797
| Closed | -$107M | – | 1708 |
|
|
2023
Q1 | $107M | Sell |
6,132,797
-417,615
| -6% | -$7.43M | 0.23% | 103 |
|
|
2022
Q4 | $118M | Buy |
6,550,412
+98,918
| +2% | +$1.78M | 0.26% | 90 |
|
|
2022
Q3 | $107M | Buy |
6,451,494
+278,956
| +5% | +$4.96M | 0.28% | 85 |
|
|
2022
Q2 | $103M | Buy |
6,172,538
+910,060
| +17% | +$17M | 0.26% | 92 |
|
|
2022
Q1 | $99.5M | Buy |
5,262,478
+635,912
| +14% | +$11.2M | 0.22% | 108 |
|
|
2021
Q4 | $73.4M | Buy |
4,626,566
+231,011
| +5% | +$3.84M | 0.16% | 149 |
|
|
2021
Q3 | $73.5M | Buy |
4,395,555
+408,211
| +10% | +$6.93M | 0.18% | 136 |
|
|
2021
Q2 | $72.7M | Buy |
3,987,344
+932,880
| +31% | +$16.6M | 0.19% | 130 |
|
|
2021
Q1 | $50.9M | Sell |
3,054,464
-222,762
| -7% | -$3.4M | 0.16% | 141 |
|
|
2020
Q4 | $44.8M | Buy |
3,277,226
+993,976
| +44% | +$13.3M | 0.15% | 152 |
|
|
2020
Q3 | $28.2M | Buy |
2,283,250
+49,653
| +2% | +$692K | 0.11% | 179 |
|
|
2020
Q2 | $33.9M | Buy |
2,233,597
+8,079
| +0.4% | +$123K | 0.15% | 139 |
|
|
2020
Q1 | $31M | Sell |
2,225,518
-87,325
| -4% | -$1.66M | 0.18% | 128 |
|
|
2019
Q4 | $49M | Buy |
2,312,843
+254,226
| +12% | +$5.15M | 0.22% | 115 |
|
|
2019
Q3 | $42.4M | Buy |
2,058,617
+277,113
| +16% | +$5.69M | 0.22% | 111 |
|
|
2019
Q2 | $37.2M | Buy |
1,781,504
+24,245
| +1% | +$489K | 0.2% | 117 |
|
|
2019
Q1 | $35.2M | Buy |
1,757,259
+161,517
| +10% | +$3.02M | 0.18% | 126 |
|
|
2018
Q4 | $24.5M | Sell |
1,595,742
-260,148
| -14% | -$4.4M | 0.15% | 149 |
|
|
2018
Q3 | $32.9M | Buy |
1,855,890
+447,119
| +32% | +$7.99M | 0.16% | 144 |
|
|
2018
Q2 | $24.9M | Buy |
1,408,771
+304,284
| +28% | +$4.98M | 0.14% | 160 |
|
|
2018
Q1 | $16.6M | Buy |
1,104,487
+40,444
| +4% | +$701K | 0.11% | 176 |
|
|
2017
Q4 | $19.2M | Sell |
1,064,043
-360,073
| -25% | -$6.46M | 0.13% | 164 |
|
|
2017
Q3 | $27.3M | Sell |
1,424,116
-65,872
| -4% | -$1.28M | 0.2% | 122 |
|
|
2017
Q2 | $28.5M | Sell |
1,489,988
-199,763
| -12% | -$3.97M | 0.22% | 111 |
|
|
2017
Q1 | $36.7M | Buy |
1,689,751
+184,761
| +12% | +$4.04M | 0.28% | 92 |
|
|
2016
Q4 | $31.2M | Buy |
1,504,990
+14,160
| +0.9% | +$299K | 0.27% | 95 |
|
|
2016
Q3 | $34.5M | Sell |
1,490,830
-32,060
| -2% | -$679K | 0.32% | 86 |
|
|
2016
Q2 | $28.5M | Sell |
1,522,890
-324,797
| -18% | -$5.79M | 0.28% | 96 |
|
|
2016
Q1 | $33M | Buy |
1,847,687
+537,909
| +41% | +$8.8M | 0.32% | 90 |
|
|
2015
Q4 | $19.5M | Sell |
1,309,778
-519,532
| -28% | -$12.4M | 0.2% | 122 |
|
|
2015
Q3 | $50.6M | Buy |
1,829,310
+351,160
| +24% | +$11.6M | 0.64% | 41 |
|
|
2015
Q2 | $56.7M | Buy |
1,478,150
+27,382
| +2% | +$1.14M | 0.65% | 41 |
|
|
2015
Q1 | $61M | Buy |
1,450,768
+103,934
| +8% | +$4.3M | 0.7% | 33 |
|
|
2014
Q4 | $57M | Buy |
1,346,834
+613,946
| +84% | +$24.2M | 0.68% | 35 |
|
|
2014
Q3 | $28.1M | Buy |
732,888
+52,669
| +8% | +$2M | 0.36% | 73 |
|
|
2014
Q2 | $24.7M | Buy |
680,219
+36,159
| +6% | +$1.22M | 0.42% | 72 |
|
|
2014
Q1 | $20.9M | Sell |
644,060
-71,060
| -10% | -$2.38M | 0.38% | 78 |
|
|
2013
Q4 | $25.7M | Buy |
715,120
+66,855
| +10% | +$2.34M | 0.52% | 56 |
|
|
2013
Q3 | $23.1M | Buy |
648,265
+105,897
| +20% | +$3.97M | 0.52% | 56 |
|
|
2013
Q2 | $20.7M | Buy |
+542,368
| New | +$21M | 0.51% | 58 |
|
Other funds holding KMI
JP Morgan Private Wealth Advisors's KMI Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Kinder Morgan (KMI) in Q3 2023: 6,025,838 shares worth $99.9M. The stake represents 0.29% of the portfolio and ranks #86 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in KMI as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in KMI in Q2 2013 and has held it in 41 quarters since. The position peaked at $118M in Q4 2022. 1,338 funds tracked by Wall St. Rank hold KMI as of Q3 2023.
- JP Morgan Private Wealth Advisors held 6,025,838 shares of Kinder Morgan worth $99.9M as of Q3 2023.
- Kinder Morgan was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Kinder Morgan made up 0.29% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #86 holding.
- JP Morgan Private Wealth Advisors first reported a position in Kinder Morgan in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Kinder Morgan position peaked at $118M in Q4 2022.
- 1,338 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.