JMPWA
KW

JP Morgan Private Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.53M Buy
442,882
+170,208
+62% +$2.75M 0.02% 451
2023
Q2 		$4.45M Buy
272,674
+168,796
+162% +$2.7M 0.02% 363
2023
Q1 		$1.72M Buy
103,878
+454
+0.4% +$7.73K ﹤0.01% 938
2022
Q4 		$1.63M Sell
103,424
-353,854
-77% -$5.69M ﹤0.01% 922
2022
Q3 		$7.07M Buy
457,278
+23,784
+5% +$445K 0.02% 471
2022
Q2 		$8.21M Buy
433,494
+46,305
+12% +$995K 0.02% 451
2022
Q1 		$9.44M Buy
387,189
+84
+0% +$1.93K 0.02% 456
2021
Q4 		$9.24M Buy
387,105
+3,507
+0.9% +$79.9K 0.02% 451
2021
Q3 		$8.03M Buy
383,598
+1,061
+0.3% +$22.1K 0.02% 474
2021
Q2 		$7.6M Buy
382,537
+204,160
+114% +$4.12M 0.02% 481
2021
Q1 		$3.6M Buy
+178,377
New +$3.35M 0.01% 589
2020
Q4 		– Sell
-545,467
Closed -$7.92M – 1723
2020
Q3 		$7.92M Buy
545,467
+101,025
+23% +$1.5M 0.03% 359
2020
Q2 		$6.76M Buy
444,442
+138,078
+45% +$1.99M 0.03% 333
2020
Q1 		$4.11M Buy
306,364
+117,773
+62% +$2.35M 0.02% 387
2019
Q4 		$4.21M Buy
+188,591
New +$4.23M 0.02% 459

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Kennedy-Wilson Holdings (KW) stake by 62% in Q3 2023, buying an estimated $2.75M and bringing the position to 442,882 shares worth $6.53M. The position accounts for 0.02% of the portfolio, ranked #451.

JP Morgan Private Wealth Advisors first reported a position in KW in Q4 2019 and has held it in 15 quarters since. The position peaked at $9.44M in Q1 2022. 204 funds tracked by Wall St. Rank hold KW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 442,882 shares of Kennedy-Wilson Holdings worth $6.53M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 170,208 Kennedy-Wilson Holdings shares in Q3 2023, an estimated $2.75M.
  • Kennedy-Wilson Holdings made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #451 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2019 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Kennedy-Wilson Holdings position peaked at $9.44M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2023.

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