SEC 13F Intelligence

Kb Financial Partners, LLC / JPST

Kb Financial Partners, LLC’s J P Morgan Exchange Traded F Position

Does Kb Financial Partners, LLC own J P Morgan Exchange Traded F (JPST)? Yes — 379.2K shares worth $19M (+5.44% of its 13F portfolio) as of Q3 2023, down from 379.7K shares the prior filed quarter.

Position Value
$19M
Q3 2023
Shares
379.2K
% of Portfolio
+5.44%
Quarters Held
10
currently held

Position History JPST

Reported value by quarter
Q2 ’21: $22MQ2 ’21Q3 ’21: $23MQ4 ’21: $27MQ4 ’21Q1 ’22: $28MQ2 ’22: $18MQ2 ’22Q3 ’22: $20MQ4 ’22: $19MQ4 ’22Q1 ’23: $19MQ2 ’23: $19MQ2 ’23Q3 ’23: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023379.2K$19M+5.44%
Q2 2023379.7K$19M+5.23%
Q1 2023379.8K$19M+5.62%
Q4 2022373.1K$19M+6.39%
Q3 2022396.4K$20M+7.11%
Q2 2022359.4K$18M+6.22%
Q1 2022552.1K$28M+7.66%
Q4 2021530.3K$27M+7.68%
Q3 2021459.9K$23M+8.54%
Q2 2021433.8K$22M+8.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kb Financial Partners, LLC’s full portfolio or all institutional holders of JPST.