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Disclosery

Kiwi Wealth Investments Limited Partnership: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiwi Wealth Investments Limited Partnership on JPM, newest first. How the timeline and the estimate are built.

Kiwi Wealth Investments Limited Partnership held 0 JPM shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -48,573 shares

    13F-HR 0001555829-24-000001 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 48,573 shares
    Change vs previous 13F -111,460 shares

    0.77% of the 13F portfolio, value $7,044,056.

    13F-HR 0001555829-23-000005 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 160,033 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $23,275,000.

    13F-HR 0001555829-23-000004 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 160,033 shares
    Change vs previous 13F +36,217 shares

    1.35% of the 13F portfolio, value $20,853,900.

    13F-HR 0001555829-23-000003 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 123,816 shares
    Change vs previous 13F -32,925 shares

    1.1% of the 13F portfolio, value $16,603,726.

    13F-HR 0001555829-23-000001 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 156,741 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $17,650,604.

    13F-HR 0001555829-22-000005 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 156,741 shares
    Change vs previous 13F +82,823 shares

    1.22% of the 13F portfolio, value $17,650,604.

    13F-HR 0001555829-22-000004 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 73,918 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $10,077,000.

    13F-HR 0001555829-22-000003 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).