KWILP
Kiwi Wealth Investments Limited Partnership’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48,573
| Closed | -$7.04M | – | 26 |
|
|
2023
Q3 | $7.04M | Sell |
48,573
-111,460
| -70% | -$16.2M | 0.77% | 30 |
|
|
2023
Q2 | $23.3M | Hold |
160,033
| – | – | 1.44% | 18 |
|
|
2023
Q1 | $20.9M | Buy |
160,033
+36,217
| +29% | +$4.72M | 1.35% | 18 |
|
|
2022
Q4 | $16.6M | Sell |
123,816
-32,925
| -21% | -$4.42M | 1.1% | 28 |
|
|
2022
Q3 | $17.7M | Hold |
156,741
| – | – | 1.22% | 17 |
|
|
2022
Q2 | $17.7M | Buy |
156,741
+82,823
| +112% | +$9.33M | 1.22% | 17 |
|
|
2022
Q1 | $10.1M | Sell |
73,918
-86,229
| -54% | -$11.8M | 0.54% | 47 |
|
|
2021
Q4 | $25.4M | Buy |
160,147
+20,550
| +15% | +$3.25M | 1.2% | 11 |
|
|
2021
Q3 | $22.9M | Buy |
139,597
+18,650
| +15% | +$3.05M | 1.16% | 14 |
|
|
2021
Q2 | $18.8M | Buy |
120,947
+7,503
| +7% | +$1.17M | 0.97% | 22 |
|
|
2021
Q1 | $17.3M | Sell |
113,444
-12,857
| -10% | -$1.96M | 1% | 20 |
|
|
2020
Q4 | $16M | Sell |
126,301
-15,891
| -11% | -$2.02M | 0.94% | 20 |
|
|
2020
Q3 | $13.7M | Sell |
142,192
-29,632
| -17% | -$2.85M | 0.96% | 22 |
|
|
2020
Q2 | $16.2M | Buy |
171,824
+19,955
| +13% | +$1.88M | 1.31% | 15 |
|
|
2020
Q1 | $13.7M | Sell |
151,869
-79,092
| -34% | -$7.12M | 1.37% | 18 |
|
|
2019
Q4 | $32.2M | Buy |
230,961
+42,924
| +23% | +$5.98M | 2.37% | 6 |
|
|
2019
Q3 | $22.1M | Buy |
188,037
+16,856
| +10% | +$1.98M | 1.78% | 9 |
|
|
2019
Q2 | $19.1M | Buy |
171,181
+26,439
| +18% | +$2.96M | 1.67% | 15 |
|
|
2019
Q1 | $14.7M | Sell |
144,742
-1,488
| -1% | -$151K | 1.33% | 20 |
|
|
2018
Q4 | $14.3M | Sell |
146,230
-21,599
| -13% | -$2.11M | 1.5% | 16 |
|
|
2018
Q3 | $18.9M | Sell |
167,829
-1,586
| -0.9% | -$179K | 1.78% | 11 |
|
|
2018
Q2 | $17.7M | Buy |
169,415
+47,338
| +39% | +$4.93M | 1.68% | 13 |
|
|
2018
Q1 | $13.4M | Sell |
122,077
-9,242
| -7% | -$1.02M | 1.32% | 20 |
|
|
2017
Q4 | $14M | Sell |
131,319
-110,907
| -46% | -$11.9M | 1.54% | 15 |
|
|
2017
Q3 | $23.1M | Buy |
242,226
+17,083
| +8% | +$1.63M | 2.79% | 5 |
|
|
2017
Q2 | $20.6M | Sell |
225,143
-1,914
| -0.8% | -$175K | 1.88% | 3 |
|
|
2017
Q1 | $19.9M | Sell |
227,057
-21,411
| -9% | -$1.88M | 1.64% | 5 |
|
|
2016
Q4 | $21.4M | Buy |
248,468
+143,110
| +136% | +$12.3M | 1.83% | 4 |
|
|
2016
Q3 | $7.02M | Sell |
105,358
-157,653
| -60% | -$10.5M | 0.61% | 34 |
|
|
2016
Q2 | $16.3M | Buy |
263,011
+59,298
| +29% | +$3.68M | 1.6% | 9 |
|
|
2016
Q1 | $12.1M | Sell |
203,713
-172,031
| -46% | -$10.2M | 1.23% | 25 |
|
|
2015
Q4 | $24.8M | Buy |
375,744
+71,733
| +24% | +$4.74M | 2.77% | 6 |
|
|
2015
Q3 | $18.5M | Buy |
304,011
+55,228
| +22% | +$3.37M | 2.18% | 12 |
|
|
2015
Q2 | $16.9M | Buy |
248,783
+25,704
| +12% | +$1.74M | 1.8% | 14 |
|
|
2015
Q1 | $13.5M | Sell |
223,079
-112,017
| -33% | -$6.79M | 1.37% | 33 |
|
|
2014
Q4 | $21M | Sell |
335,096
-75,702
| -18% | -$4.74M | 2.09% | 15 |
|
|
2014
Q3 | $24.7M | Buy |
410,798
+12,871
| +3% | +$775K | 2.32% | 8 |
|
|
2014
Q2 | $22.9M | Buy |
397,927
+1,074
| +0.3% | +$61.9K | 2.35% | 11 |
|
|
2014
Q1 | $24.1M | Buy |
396,853
+50,509
| +15% | +$3.07M | 2.93% | 12 |
|
|
2013
Q4 | $20.3M | Buy |
346,344
+38,525
| +13% | +$2.25M | 2.56% | 16 |
|
|
2013
Q3 | $15.9M | Sell |
307,819
-129,055
| -30% | -$6.67M | 2.43% | 22 |
|
|
2013
Q2 | $23.1M | Buy |
+436,874
| New | +$23.1M | 4.14% | 2 |
|