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KB Financial Partners’s JPMorgan Chase JPM Stock Holding History

KB Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$198K Sell
1,363
-3
-0.2% -$450 0.06% 163
2023
Q2 		$199K Sell
1,366
-6
-0.4% -$825 0.05% 173
2023
Q1 		$179K Sell
1,372
-37
-3% -$5.07K 0.05% 170
2022
Q4 		$189K Sell
1,409
-4
-0.3% -$507 0.06% 172
2022
Q3 		$148K Buy
1,413
+246
+21% +$28.2K 0.05% 175
2022
Q2 		$131K Sell
1,167
-28
-2% -$3.47K 0.05% 185
2022
Q1 		$163K Buy
1,195
+1
+0.1% +$148 0.05% 183
2021
Q4 		$189K Buy
+1,194
New +$196K 0.05% 183
2021
Q3 		– Sell
-1,177
Closed -$183K – 371
2021
Q2 		$183K Sell
1,177
-46
-4% -$7.22K 0.07% 163
2021
Q1 		$186K Buy
+1,223
New +$176K 0.08% 155

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KB Financial Partners's JPM Position: Q3 2023 in Review

KB Financial Partners reduced its JPMorgan Chase (JPM) stake by 0.22% in Q3 2023, selling an estimated $450 and leaving 1,363 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #163.

KB Financial Partners first reported a position in JPM in Q1 2021 and has held it in 10 quarters since. The position peaked at $199K in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • KB Financial Partners held 1,363 shares of JPMorgan Chase worth $198K as of Q3 2023.
  • KB Financial Partners sold 3 JPMorgan Chase shares in Q3 2023, an estimated $450.
  • JPMorgan Chase made up 0.06% of KB Financial Partners's portfolio in Q3 2023, its #163 holding.
  • KB Financial Partners first reported a position in JPMorgan Chase in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's JPMorgan Chase position peaked at $199K in Q2 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.