JP Morgan Private Wealth Advisors’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.59M | Buy |
+35,618
| New | +$1.68M | ﹤0.01% | 819 |
|
|
2023
Q2 | – | Sell |
-31,836
| Closed | -$1.57M | – | 1710 |
|
|
2023
Q1 | $1.57M | Sell |
31,836
-1,424
| -4% | -$65.1K | ﹤0.01% | 975 |
|
|
2022
Q4 | $1.48M | Sell |
33,260
-4,934
| -13% | -$227K | ﹤0.01% | 960 |
|
|
2022
Q3 | $1.67M | Sell |
38,194
-4,141
| -10% | -$197K | ﹤0.01% | 907 |
|
|
2022
Q2 | $2M | Sell |
42,335
-26,701
| -39% | -$1.42M | 0.01% | 853 |
|
|
2022
Q1 | $3.96M | Sell |
69,036
-18,597
| -21% | -$923K | 0.01% | 682 |
|
|
2021
Q4 | $3.97M | Buy |
87,633
+3,526
| +4% | +$148K | 0.01% | 675 |
|
|
2021
Q3 | $3.4M | Buy |
84,107
+8,359
| +11% | +$351K | 0.01% | 699 |
|
|
2021
Q2 | $2.9M | Buy |
75,748
+16,176
| +27% | +$609K | 0.01% | 740 |
|
|
2021
Q1 | $2.14M | Buy |
59,572
+7,308
| +14% | +$250K | 0.01% | 741 |
|
|
2020
Q4 | $1.66M | Buy |
52,264
+1,267
| +2% | +$41.1K | 0.01% | 811 |
|
|
2020
Q3 | $1.73M | Buy |
50,997
+11,905
| +30% | +$411K | 0.01% | 691 |
|
|
2020
Q2 | $1.32M | Sell |
39,092
-21,009
| -35% | -$681K | 0.01% | 706 |
|
|
2020
Q1 | $1.81M | Sell |
60,101
-53,271
| -47% | -$1.56M | 0.01% | 555 |
|
|
2019
Q4 | $3.29M | Sell |
113,372
-54,781
| -33% | -$1.45M | 0.01% | 517 |
|
|
2019
Q3 | $4.33M | Buy |
168,153
+33,414
| +25% | +$777K | 0.02% | 430 |
|
|
2019
Q2 | $2.92M | Sell |
134,739
-3,091
| -2% | -$75.2K | 0.02% | 509 |
|
|
2019
Q1 | $3.39M | Buy |
137,830
+23,634
| +21% | +$647K | 0.02% | 496 |
|
|
2018
Q4 | $3.14M | Buy |
114,196
+15,352
| +16% | +$445K | 0.02% | 466 |
|
|
2018
Q3 | $2.88M | Sell |
98,844
-16,526
| -14% | -$492K | 0.01% | 551 |
|
|
2018
Q2 | $3.28M | Buy |
115,370
+9,653
| +9% | +$243K | 0.02% | 496 |
|
|
2018
Q1 | $2.53M | Buy |
105,717
+18,434
| +21% | +$501K | 0.02% | 441 |
|
|
2017
Q4 | $2.4M | Sell |
87,283
-155,480
| -64% | -$3.62M | 0.02% | 451 |
|
|
2017
Q3 | $4.87M | Buy |
242,763
+17,820
| +8% | +$402K | 0.04% | 319 |
|
|
2017
Q2 | $5.25M | Buy |
224,943
+201,476
| +859% | +$5.72M | 0.04% | 293 |
|
|
2017
Q1 | $692K | Sell |
23,467
-157
| -0.7% | -$5.01K | 0.01% | 746 |
|
|
2016
Q4 | $815K | Sell |
23,624
-20,686
| -47% | -$675K | 0.01% | 660 |
|
|
2016
Q3 | $1.31M | Buy |
44,310
+6,174
| +16% | +$205K | 0.01% | 524 |
|
|
2016
Q2 | $1.4M | Sell |
38,136
-14,617
| -28% | -$526K | 0.01% | 513 |
|
|
2016
Q1 | $2.02M | Buy |
52,753
+11,014
| +26% | +$425K | 0.02% | 398 |
|
|
2015
Q4 | $1.75M | Buy |
41,739
+1,432
| +4% | +$55.5K | 0.02% | 399 |
|
|
2015
Q3 | $1.45M | Sell |
40,307
-9,833
| -20% | -$365K | 0.02% | 390 |
|
|
2015
Q2 | $1.82M | Buy |
50,140
+10,400
| +26% | +$378K | 0.02% | 389 |
|
|
2015
Q1 | $1.52M | Buy |
39,740
+244
| +0.6% | +$8.71K | 0.02% | 430 |
|
|
2014
Q4 | $1.27M | Buy |
39,496
+15,008
| +61% | +$434K | 0.02% | 475 |
|
|
2014
Q3 | $636K | Buy |
24,488
+9,958
| +69% | +$252K | 0.01% | 628 |
|
|
2014
Q2 | $359K | Sell |
14,530
-754
| -5% | -$17.6K | 0.01% | 665 |
|
|
2014
Q1 | $334K | Buy |
+15,284
| New | +$304K | 0.01% | 695 |
|
Other funds holding KR
JP Morgan Private Wealth Advisors's KR Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Kroger (KR) in Q3 2023: 35,618 shares worth $1.59M. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in KR as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in KR in Q1 2014 and has held it in 38 quarters since. The position peaked at $5.25M in Q2 2017. 1,074 funds tracked by Wall St. Rank hold KR as of Q3 2023.
- JP Morgan Private Wealth Advisors held 35,618 shares of Kroger worth $1.59M as of Q3 2023.
- Kroger was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Kroger made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #819 holding.
- JP Morgan Private Wealth Advisors first reported a position in Kroger in Q1 2014 and has held it in 38 quarters since.
- JP Morgan Private Wealth Advisors's Kroger position peaked at $5.25M in Q2 2017.
- 1,074 funds tracked by Wall St. Rank held Kroger as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.