JPMPWA
J.P. Morgan Private Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $35.5M | Sell |
292,219
-204,862
| -41% | -$24.9M | 0.1% | 200 |
|
|
2023
Q2 | $74M | Sell |
497,081
-17,913
| -3% | -$2.67M | 0.38% | 59 |
|
|
2023
Q1 | $83.9M | Buy |
514,994
+300,934
| +141% | +$49M | 0.18% | 126 |
|
|
2022
Q4 | $31.5M | Sell |
214,060
-193,323
| -47% | -$28.5M | 0.07% | 243 |
|
|
2022
Q3 | $70.4M | Buy |
407,383
+205,632
| +102% | +$35.5M | 0.18% | 127 |
|
|
2022
Q2 | $34.3M | Buy |
201,751
+7,252
| +4% | +$1.23M | 0.09% | 211 |
|
|
2022
Q1 | $40M | Buy |
194,499
+24,168
| +14% | +$4.97M | 0.09% | 220 |
|
|
2021
Q4 | $38.6M | Buy |
170,331
+2,433
| +1% | +$552K | 0.08% | 219 |
|
|
2021
Q3 | $28.2M | Buy |
167,898
+1,361
| +0.8% | +$229K | 0.07% | 257 |
|
|
2021
Q2 | $27.3M | Buy |
166,537
+4,318
| +3% | +$707K | 0.07% | 257 |
|
|
2021
Q1 | $21.5M | Buy |
162,219
+239
| +0.1% | +$31.7K | 0.07% | 253 |
|
|
2020
Q4 | $18.8M | Sell |
161,980
-3,549
| -2% | -$411K | 0.06% | 268 |
|
|
2020
Q3 | $17.7M | Sell |
165,529
-2,210
| -1% | -$236K | 0.07% | 229 |
|
|
2020
Q2 | $15.5M | Buy |
167,739
+5,453
| +3% | +$504K | 0.07% | 221 |
|
|
2020
Q1 | $15.5M | Sell |
162,286
-723
| -0.4% | -$69.2K | 0.09% | 203 |
|
|
2019
Q4 | $17.2M | Buy |
163,009
+2,664
| +2% | +$281K | 0.08% | 225 |
|
|
2019
Q3 | $18.7M | Sell |
160,345
-1,173
| -0.7% | -$137K | 0.1% | 194 |
|
|
2019
Q2 | $17.1M | Sell |
161,518
-2,881
| -2% | -$306K | 0.09% | 205 |
|
|
2019
Q1 | $16.8M | Sell |
164,399
-1,322
| -0.8% | -$135K | 0.09% | 214 |
|
|
2018
Q4 | $15M | Buy |
165,721
+623
| +0.4% | +$56.4K | 0.09% | 202 |
|
|
2018
Q3 | $14.3M | Sell |
165,098
-2,258
| -1% | -$196K | 0.07% | 241 |
|
|
2018
Q2 | $16.7M | Buy |
+167,356
| New | +$16.7M | 0.09% | 203 |
|
|
2017
Q3 | – | Sell |
-5,253
| Closed | -$410K | – | 1255 |
|
|
2017
Q2 | $410K | Buy |
5,253
+250
| +5% | +$19.5K | ﹤0.01% | 899 |
|
|
2017
Q1 | $371K | Buy |
5,003
+644
| +15% | +$47.8K | ﹤0.01% | 981 |
|
|
2016
Q4 | $337K | Buy |
4,359
+749
| +21% | +$57.9K | ﹤0.01% | 954 |
|
|
2016
Q3 | $287K | Buy |
+3,610
| New | +$287K | ﹤0.01% | 1005 |
|