Kiwi Wealth Investments Limited Partnership’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$16.7M | 0.77% | 30 |
|
|
2023
Q2 | $23.3M | Hold |
160,033
| – | – | 1.44% | 18 |
|
|
2023
Q1 | $20.9M | Buy |
160,033
+36,217
| +29% | +$4.96M | 1.35% | 18 |
|
|
2022
Q4 | $16.6M | Sell |
123,816
-32,925
| -21% | -$4.17M | 1.1% | 28 |
|
|
2022
Q3 | $17.7M | Hold |
156,741
| – | – | 1.22% | 17 |
|
|
2022
Q2 | $17.7M | Buy |
156,741
+82,823
| +112% | +$10.3M | 1.22% | 17 |
|
|
2022
Q1 | $10.1M | Sell |
73,918
-86,229
| -54% | -$12.7M | 0.54% | 47 |
|
|
2021
Q4 | $25.4M | Buy |
160,147
+20,550
| +15% | +$3.37M | 1.2% | 11 |
|
|
2021
Q3 | $22.9M | Buy |
139,597
+18,650
| +15% | +$2.92M | 1.16% | 14 |
|
|
2021
Q2 | $18.8M | Buy |
120,947
+7,503
| +7% | +$1.18M | 0.97% | 22 |
|
|
2021
Q1 | $17.3M | Sell |
113,444
-12,857
| -10% | -$1.85M | 1% | 20 |
|
|
2020
Q4 | $16M | Sell |
126,301
-15,891
| -11% | -$1.78M | 0.94% | 20 |
|
|
2020
Q3 | $13.7M | Sell |
142,192
-29,632
| -17% | -$2.91M | 0.96% | 22 |
|
|
2020
Q2 | $16.2M | Buy |
171,824
+19,955
| +13% | +$1.89M | 1.31% | 15 |
|
|
2020
Q1 | $13.7M | Sell |
151,869
-79,092
| -34% | -$9.61M | 1.37% | 18 |
|
|
2019
Q4 | $32.2M | Buy |
230,961
+42,924
| +23% | +$5.51M | 2.37% | 6 |
|
|
2019
Q3 | $22.1M | Buy |
188,037
+16,856
| +10% | +$1.91M | 1.78% | 9 |
|
|
2019
Q2 | $19.1M | Buy |
171,181
+26,439
| +18% | +$2.92M | 1.67% | 15 |
|
|
2019
Q1 | $14.7M | Sell |
144,742
-1,488
| -1% | -$153K | 1.33% | 20 |
|
|
2018
Q4 | $14.3M | Sell |
146,230
-21,599
| -13% | -$2.3M | 1.5% | 16 |
|
|
2018
Q3 | $18.9M | Sell |
167,829
-1,586
| -0.9% | -$180K | 1.78% | 11 |
|
|
2018
Q2 | $17.7M | Buy |
169,415
+47,338
| +39% | +$5.19M | 1.68% | 13 |
|
|
2018
Q1 | $13.4M | Sell |
122,077
-9,242
| -7% | -$1.05M | 1.32% | 20 |
|
|
2017
Q4 | $14M | Sell |
131,319
-110,907
| -46% | -$11.2M | 1.54% | 15 |
|
|
2017
Q3 | $23.1M | Buy |
242,226
+17,083
| +8% | +$1.58M | 2.79% | 5 |
|
|
2017
Q2 | $20.6M | Sell |
225,143
-1,914
| -0.8% | -$165K | 1.88% | 3 |
|
|
2017
Q1 | $19.9M | Sell |
227,057
-21,411
| -9% | -$1.89M | 1.64% | 5 |
|
|
2016
Q4 | $21.4M | Buy |
248,468
+143,110
| +136% | +$10.9M | 1.83% | 4 |
|
|
2016
Q3 | $7.02M | Sell |
105,358
-157,653
| -60% | -$10.3M | 0.61% | 34 |
|
|
2016
Q2 | $16.3M | Buy |
263,011
+59,298
| +29% | +$3.7M | 1.6% | 9 |
|
|
2016
Q1 | $12.1M | Sell |
203,713
-172,031
| -46% | -$10M | 1.23% | 25 |
|
|
2015
Q4 | $24.8M | Buy |
375,744
+71,733
| +24% | +$4.67M | 2.77% | 6 |
|
|
2015
Q3 | $18.5M | Buy |
304,011
+55,228
| +22% | +$3.62M | 2.18% | 12 |
|
|
2015
Q2 | $16.9M | Buy |
248,783
+25,704
| +12% | +$1.68M | 1.8% | 14 |
|
|
2015
Q1 | $13.5M | Sell |
223,079
-112,017
| -33% | -$6.63M | 1.37% | 33 |
|
|
2014
Q4 | $21M | Sell |
335,096
-75,702
| -18% | -$4.56M | 2.09% | 15 |
|
|
2014
Q3 | $24.7M | Buy |
410,798
+12,871
| +3% | +$752K | 2.32% | 8 |
|
|
2014
Q2 | $22.9M | Buy |
397,927
+1,074
| +0.3% | +$60.4K | 2.35% | 11 |
|
|
2014
Q1 | $24.1M | Buy |
396,853
+50,509
| +15% | +$2.92M | 2.93% | 12 |
|
|
2013
Q4 | $20.3M | Buy |
346,344
+38,525
| +13% | +$2.11M | 2.56% | 16 |
|
|
2013
Q3 | $15.9M | Sell |
307,819
-129,055
| -30% | -$6.92M | 2.43% | 22 |
|
|
2013
Q2 | $23.1M | Buy |
+436,874
| New | +$22.2M | 4.14% | 2 |
|
Other funds holding JPM
Kiwi Wealth Investments Limited Partnership's JPM Position: Q4 2023 in Review
Kiwi Wealth Investments Limited Partnership sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 48,573 shares — an estimated $7.04M sold.
Kiwi Wealth Investments Limited Partnership first reported a position in JPM in Q2 2013 and held it in 42 quarters. The position peaked at $32.2M in Q4 2019. 3,993 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- Kiwi Wealth Investments Limited Partnership reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
- Kiwi Wealth Investments Limited Partnership sold 48,573 JPMorgan Chase shares in Q4 2023, an estimated $7.04M.
- Kiwi Wealth Investments Limited Partnership first reported a position in JPMorgan Chase in Q2 2013 and held it in 42 quarters.
- Kiwi Wealth Investments Limited Partnership's JPMorgan Chase position peaked at $32.2M in Q4 2019.
- 3,993 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.