JMPWA
KWEB icon

JP Morgan Private Wealth Advisors’s KraneShares CSI China Internet ETF KWEB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$973K Buy
35,551
+7,379
+26% +$210K ﹤0.01% 987
2023
Q2 		$759K Sell
28,172
-3,761
-12% -$105K ﹤0.01% 866
2023
Q1 		$996K Sell
31,933
-1,348
-4% -$43.1K ﹤0.01% 1162
2022
Q4 		$1.01M Sell
33,281
-848
-2% -$21.6K ﹤0.01% 1146
2022
Q3 		$841K Buy
34,129
+7,210
+27% +$207K ﹤0.01% 1225
2022
Q2 		$882K Sell
26,919
-5,659
-17% -$163K ﹤0.01% 1201
2022
Q1 		$929K Sell
32,578
-54,914
-63% -$1.84M ﹤0.01% 1253
2021
Q4 		$3.19M Buy
87,492
+61,841
+241% +$2.85M 0.01% 751
2021
Q3 		$1.21M Sell
25,651
-51,553
-67% -$2.7M ﹤0.01% 1122
2021
Q2 		$5.39M Buy
77,204
+35,323
+84% +$2.54M 0.01% 572
2021
Q1 		$3.2M Sell
41,881
-13,754
-25% -$1.2M 0.01% 618
2020
Q4 		$4.27M Buy
55,635
+19,226
+53% +$1.42M 0.01% 529
2020
Q3 		$2.48M Buy
36,409
+26,805
+279% +$1.82M 0.01% 596
2020
Q2 		$595K Sell
9,604
-1,180
-11% -$61.6K ﹤0.01% 1011
2020
Q1 		$488K Buy
10,784
+358
+3% +$17.6K ﹤0.01% 935
2019
Q4 		$508K Buy
10,426
+2,276
+28% +$104K ﹤0.01% 1045
2019
Q3 		$337K Buy
8,150
+3,446
+73% +$146K ﹤0.01% 1146
2019
Q2 		$207K Sell
4,704
-15,396
-77% -$693K ﹤0.01% 1291
2019
Q1 		$947K Buy
20,100
+10,194
+103% +$447K ﹤0.01% 817
2018
Q4 		$371K Sell
9,906
-4,438
-31% -$188K ﹤0.01% 1074
2018
Q3 		$701K Buy
14,344
+8,200
+133% +$435K ﹤0.01% 951
2018
Q2 		$366K Buy
6,144
+1,929
+46% +$118K ﹤0.01% 1132
2018
Q1 		$259K Buy
+4,215
New +$270K ﹤0.01% 1101

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its KraneShares CSI China Internet ETF (KWEB) stake by 26% in Q3 2023, buying an estimated $210K and bringing the position to 35,551 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

JP Morgan Private Wealth Advisors first reported a position in KWEB in Q1 2018 and has held it in 23 quarters since. The position peaked at $5.39M in Q2 2021. 282 funds tracked by Wall St. Rank hold KWEB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 35,551 shares of KraneShares CSI China Internet ETF worth $973K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 7,379 KraneShares CSI China Internet ETF shares in Q3 2023, an estimated $210K.
  • KraneShares CSI China Internet ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #987 holding.
  • JP Morgan Private Wealth Advisors first reported a position in KraneShares CSI China Internet ETF in Q1 2018 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's KraneShares CSI China Internet ETF position peaked at $5.39M in Q2 2021.
  • 282 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2023.

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