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 |
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|
2023
Q3 | $7.04M | Sell |
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|
2023
Q2 | $23.3M | Hold |
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|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $16.6M | Sell |
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|
2022
Q3 | $17.7M | Hold |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $25.4M | Buy |
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|
2021
Q3 | $22.9M | Buy |
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|
2021
Q2 | $18.8M | Buy |
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|
2021
Q1 | $17.3M | Sell |
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|
2020
Q4 | $16M | Sell |
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|
2020
Q3 | $13.7M | Sell |
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|
2020
Q2 | $16.2M | Buy |
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|
2020
Q1 | $13.7M | Sell |
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|
2019
Q4 | $32.2M | Buy |
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|
2019
Q3 | $22.1M | Buy |
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|
2019
Q2 | $19.1M | Buy |
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|
2019
Q1 | $14.7M | Sell |
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|
2018
Q4 | $14.3M | Sell |
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|
2018
Q3 | $18.9M | Sell |
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|
2018
Q2 | $17.7M | Buy |
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|
2018
Q1 | $13.4M | Sell |
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|
2017
Q4 | $14M | Sell |
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|
2017
Q3 | $23.1M | Buy |
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|
2017
Q2 | $20.6M | Sell |
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|
2017
Q1 | $19.9M | Sell |
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|
2016
Q4 | $21.4M | Buy |
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|
2016
Q3 | $7.02M | Sell |
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|
2016
Q2 | $16.3M | Buy |
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|
2016
Q1 | $12.1M | Sell |
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|
2015
Q4 | $24.8M | Buy |
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|
2015
Q3 | $18.5M | Buy |
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|
2015
Q2 | $16.9M | Buy |
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|
2015
Q1 | $13.5M | Sell |
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|
2014
Q4 | $21M | Sell |
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|
2014
Q3 | $24.7M | Buy |
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|
2014
Q2 | $22.9M | Buy |
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|
2014
Q1 | $24.1M | Buy |
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|
2013
Q4 | $20.3M | Buy |
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|
2013
Q3 | $15.9M | Sell |
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|
2013
Q2 | $23.1M | Buy |
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