Kiwi Wealth Investments Limited Partnership Jpmorgan Chase & CO Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $16 Million - $17.6 Million	-111,460 Reduced 69.65%	48,573 $7.04 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $4.52 Million - $5.21 Million	36,217 Added 29.25%	160,033 $20.9 Billion
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $3.36 Million - $4.54 Million	-32,925 Reduced 21.01%	123,816 $16.6 Billion
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $9.33 Million - $11.3 Million	82,823 Added 112.05%	156,741 $17.7 Million
Q1 2022 May 17, 2022	SELL	$128.3 - $168.44 $11.1 Million - $14.5 Million	-86,229 Reduced 53.84%	73,918 $10.1 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $3.16 Million - $3.53 Million	20,550 Added 14.72%	160,147 $25.4 Million
Q3 2021 Nov 16, 2021	BUY	$146.97 - $166.98 $2.74 Million - $3.11 Million	18,650 Added 15.42%	139,597 $22.9 Million
Q2 2021 Aug 17, 2021	BUY	$147.37 - $166.44 $1.11 Million - $1.25 Million	7,503 Added 6.61%	120,947 $18.8 Million
Q1 2021 May 18, 2021	SELL	$125.65 - $157.65 $1.62 Million - $2.03 Million	-12,857 Reduced 10.18%	113,444 $17.3 Million
Q4 2020 Feb 17, 2021	SELL	$96.54 - $127.07 $1.53 Million - $2.02 Million	-15,891 Reduced 11.18%	126,301 $16 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $2.7 Million - $3.08 Million	-29,632 Reduced 17.25%	142,192 $13.7 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $1.68 Million - $2.26 Million	19,955 Added 13.14%	171,824 $16.2 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $6.25 Million - $11.2 Million	-79,092 Reduced 34.24%	151,869 $13.7 Million
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $4.8 Million - $5.98 Million	42,924 Added 22.83%	230,961 $32.2 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $1.77 Million - $2.03 Million	16,856 Added 9.85%	188,037 $22.1 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $2.77 Million - $3.07 Million	26,439 Added 18.27%	171,181 $19.1 Million
Q1 2019 May 16, 2019	SELL	$97.11 - $107.19 $144,499 - $159,498	-1,488 Reduced 1.02%	144,742 $14.7 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $1.99 Million - $2.49 Million	-21,599 Reduced 12.87%	146,230 $14.3 Million
Q3 2018 Nov 15, 2018	SELL	$103.61 - $118.63 $164,325 - $188,147	-1,586 Reduced 0.94%	167,829 $18.9 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $4.89 Million - $5.41 Million	47,338 Added 38.78%	169,415 $17.7 Million
Q1 2018 May 16, 2018	SELL	$107.01 - $118.77 $988,986 - $1.1 Million	-9,242 Reduced 7.04%	122,077 $13.4 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $10.6 Million - $12 Million	-110,907 Reduced 45.79%	131,319 $14 Million
Q3 2017 Nov 07, 2017	BUY	$88.42 - $95.51 $21.4 Million - $23.1 Million	242,226	242,226 $23.1 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $714B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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