JMPWA
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JP Morgan Private Wealth Advisors’s Kemper KMPR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,549
Closed -$209K – 2048
2021
Q4 		$209K Sell
3,549
-3,052
-46% -$186K ﹤0.01% 1894
2021
Q3 		$441K Buy
6,601
+377
+6% +$25.6K ﹤0.01% 1545
2021
Q2 		$460K Buy
6,224
+2,532
+69% +$195K ﹤0.01% 1507
2021
Q1 		$294K Sell
3,692
-1,765
-32% -$136K ﹤0.01% 1539
2020
Q4 		$419K Sell
5,457
-272
-5% -$19.3K ﹤0.01% 1360
2020
Q3 		$383K Sell
5,729
-1,062
-16% -$80.6K ﹤0.01% 1260
2020
Q2 		$492K Buy
6,791
+471
+7% +$31.5K ﹤0.01% 1102
2020
Q1 		$470K Buy
6,320
+3,417
+118% +$256K ﹤0.01% 955
2019
Q4 		$225K Buy
2,903
+50
+2% +$3.73K ﹤0.01% 1352
2019
Q3 		$222K Buy
2,853
+27
+1% +$2.16K ﹤0.01% 1303
2019
Q2 		$244K Sell
2,826
-91
-3% -$7.77K ﹤0.01% 1227
2019
Q1 		$222K Sell
2,917
-2,069
-41% -$159K ﹤0.01% 1342
2018
Q4 		$331K Sell
4,986
-98
-2% -$7.14K ﹤0.01% 1120
2018
Q3 		$409K Buy
+5,084
New +$398K ﹤0.01% 1154

Other funds holding KMPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return