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JP Morgan Private Wealth Advisors’s KVH Industries KVHI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$187K Sell
36,679
-4,123
-10% -$27.9K ﹤0.01% 1639
2023
Q2 		$373K Sell
40,802
-93,193
-70% -$939K ﹤0.01% 1152
2023
Q1 		$1.52M Sell
133,995
-8,999
-6% -$92.1K ﹤0.01% 982
2022
Q4 		$1.46M Sell
142,994
-9,828
-6% -$99.7K ﹤0.01% 969
2022
Q3 		$1.41M Buy
152,822
+3,026
+2% +$27.3K ﹤0.01% 986
2022
Q2 		$1.3M Buy
149,796
+7,578
+5% +$61.7K ﹤0.01% 1006
2022
Q1 		$1.29M Buy
142,218
+7,996
+6% +$71.5K ﹤0.01% 1090
2021
Q4 		$1.23M Sell
134,222
-708
-0.5% -$7.11K ﹤0.01% 1136
2021
Q3 		$1.3M Buy
134,930
+6,486
+5% +$70.4K ﹤0.01% 1090
2021
Q2 		$1.58M Buy
128,444
+16,233
+14% +$220K ﹤0.01% 983
2021
Q1 		$1.42M Buy
112,211
+6,119
+6% +$81.1K ﹤0.01% 894
2020
Q4 		$1.2M Buy
106,092
+7,587
+8% +$75.1K ﹤0.01% 934
2020
Q3 		$888K Sell
98,505
-6,826
-6% -$57.3K ﹤0.01% 930
2020
Q2 		$941K Buy
105,331
+65,932
+167% +$581K ﹤0.01% 834
2020
Q1 		$372K Buy
39,399
+13,513
+52% +$138K ﹤0.01% 1049
2019
Q4 		$288K Buy
25,886
+963
+4% +$10.2K ﹤0.01% 1258
2019
Q3 		$265K Buy
+24,923
New +$247K ﹤0.01% 1235
2019
Q1 		– Sell
-18,468
Closed -$190K – 1489
2018
Q4 		$190K Buy
18,468
+1,302
+8% +$14.9K ﹤0.01% 1348
2018
Q3 		$225K Buy
17,166
+5,421
+46% +$68.2K ﹤0.01% 1428
2018
Q2 		$157K Sell
11,745
-1,578
-12% -$17.6K ﹤0.01% 1391
2018
Q1 		$138K Buy
+13,323
New +$142K ﹤0.01% 1209

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KVHI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its KVH Industries (KVHI) stake by 10% in Q3 2023, selling an estimated $27.9K and leaving 36,679 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

JP Morgan Private Wealth Advisors first reported a position in KVHI in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.58M in Q2 2021. 70 funds tracked by Wall St. Rank hold KVHI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 36,679 shares of KVH Industries worth $187K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,123 KVH Industries shares in Q3 2023, an estimated $27.9K.
  • KVH Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1639 holding.
  • JP Morgan Private Wealth Advisors first reported a position in KVH Industries in Q1 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's KVH Industries position peaked at $1.58M in Q2 2021.
  • 70 funds tracked by Wall St. Rank held KVH Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.