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JP Morgan Private Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$693K Buy
82,373
+1,258
+2% +$10.8K ﹤0.01% 1109
2023
Q2 		$660K Sell
81,115
-1,353
-2% -$11.1K ﹤0.01% 919
2023
Q1 		$713K Buy
82,468
+9,477
+13% +$83K ﹤0.01% 1329
2022
Q4 		$625K Sell
72,991
-5,838
-7% -$50.6K ﹤0.01% 1371
2022
Q3 		$639K Buy
78,829
+8,965
+13% +$79.9K ﹤0.01% 1353
2022
Q2 		$585K Sell
69,864
-2,949
-4% -$26.7K ﹤0.01% 1393
2022
Q1 		$671K Sell
72,813
-8,617
-11% -$73.2K ﹤0.01% 1397
2021
Q4 		$634K Sell
81,430
-11,890
-13% -$97.1K ﹤0.01% 1455
2021
Q3 		$747K Buy
93,320
+9,215
+11% +$73.5K ﹤0.01% 1342
2021
Q2 		$748K Buy
84,105
+39,636
+89% +$318K ﹤0.01% 1329
2021
Q1 		$319K Sell
44,469
-39,089
-47% -$270K ﹤0.01% 1504
2020
Q4 		$480K Buy
83,558
+16,630
+25% +$89.1K ﹤0.01% 1306
2020
Q3 		$267K Sell
66,928
-7,367
-10% -$35.1K ﹤0.01% 1405
2020
Q2 		$392K Sell
74,295
-4,891
-6% -$26K ﹤0.01% 1207
2020
Q1 		$287K Buy
79,186
+11,977
+18% +$129K ﹤0.01% 1149
2019
Q4 		$936K Sell
67,209
-16,876
-20% -$225K ﹤0.01% 818
2019
Q3 		$1.22M Sell
84,085
-15,743
-16% -$234K 0.01% 701
2019
Q2 		$1.53M Sell
99,828
-11,545
-10% -$180K 0.01% 643
2019
Q1 		$1.78M Buy
111,373
+3,839
+4% +$60.2K 0.01% 641
2018
Q4 		$1.48M Sell
107,534
-6,743
-6% -$108K 0.01% 633
2018
Q3 		$2.04M Buy
114,277
+41,066
+56% +$766K 0.01% 624
2018
Q2 		$1.38M Buy
+73,211
New +$1.33M 0.01% 684
2016
Q3 		– Sell
-16,194
Closed -$330K – 1248
2016
Q2 		$330K Buy
+16,194
New +$293K ﹤0.01% 940
2015
Q4 		– Sell
-22,379
Closed -$519K – 1188
2015
Q3 		$519K Buy
+22,379
New +$618K 0.01% 604
2015
Q2 		– Sell
-22,379
Closed -$794K – 1103
2015
Q1 		$794K Hold
22,379
– – 0.01% 590
2014
Q4 		$854K Hold
22,379
– – 0.01% 568
2014
Q3 		$914K Buy
+22,379
New +$885K 0.01% 540

Other funds holding KYN

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.6% in Q3 2023, buying an estimated $10.8K and bringing the position to 82,373 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

JP Morgan Private Wealth Advisors first reported a position in KYN in Q3 2014 and has held it in 27 quarters since. The position peaked at $2.04M in Q3 2018. 183 funds tracked by Wall St. Rank hold KYN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 82,373 shares of Kayne Anderson Energy Infrastructure Fund worth $693K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 1,258 Kayne Anderson Energy Infrastructure Fund shares in Q3 2023, an estimated $10.8K.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1109 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2014 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $2.04M in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2023.

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