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JMPWA
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
Shares
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
$1.96B AUM
101.23%
1-Year Est. Return
SFM
Systematic Financial Management
Teaneck, New Jersey
$4.36B AUM
40.56%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
PCM
Potomac Capital Management
New York
$114M AUM
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
RAM
Roumell Asset Management
Chevy Chase, Maryland
$53.3M AUM
8.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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