J.P. Morgan Private Wealth Advisors’s Public Storage PSA Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio PSA Stock Details PSA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.18M	Buy	+27,237	New	+$7.18M	0.02%	431
2023 Q2	–	Sell	-48,192	Closed	-$14.6M	–	1810
2023 Q1	$14.6M	Sell	48,192 -1,804	-4%	-$545K	0.03%	360
2022 Q4	$14M	Sell	49,996 -2,143	-4%	-$600K	0.03%	361
2022 Q3	$15.3M	Sell	52,139 -647	-1%	-$189K	0.04%	322
2022 Q2	$16.5M	Buy	52,786 +218	+0.4%	+$68.2K	0.04%	313
2022 Q1	$20.5M	Buy	52,568 +1,208	+2%	+$471K	0.04%	316
2021 Q4	$19.2M	Buy	51,360 +3,095	+6%	+$1.16M	0.04%	324
2021 Q3	$14.3M	Buy	48,265 +421	+0.9%	+$125K	0.04%	366
2021 Q2	$14.4M	Sell	47,844 -1,129	-2%	-$339K	0.04%	365
2021 Q1	$12.1M	Buy	48,973 +2,345	+5%	+$579K	0.04%	347
2020 Q4	$10.8M	Sell	46,628 -4,266	-8%	-$985K	0.03%	348
2020 Q3	$11.3M	Buy	50,894 +1,039	+2%	+$231K	0.04%	306
2020 Q2	$9.57M	Buy	49,855 +81	+0.2%	+$15.5K	0.04%	294
2020 Q1	$9.89M	Sell	49,774 -5,554	-10%	-$1.1M	0.06%	263
2019 Q4	$11.8M	Buy	55,328 +5,466	+11%	+$1.16M	0.05%	288
2019 Q3	$12.2M	Buy	49,862 +7,572	+18%	+$1.86M	0.06%	256
2019 Q2	$10.1M	Sell	42,290 -3,210	-7%	-$765K	0.06%	279
2019 Q1	$9.91M	Sell	45,500 -629	-1%	-$137K	0.05%	288
2018 Q4	$9.34M	Sell	46,129 -1,526	-3%	-$309K	0.06%	267
2018 Q3	$9.61M	Sell	47,655 -928	-2%	-$187K	0.05%	307
2018 Q2	$11M	Buy	48,583 +45,076	+1,285%	+$10.2M	0.06%	257
2018 Q1	$702K	Buy	3,507 +35	+1%	+$7.01K	﹤0.01%	762
2017 Q4	$726K	Sell	3,472 -200	-5%	-$41.8K	﹤0.01%	747
2017 Q3	$785K	Buy	+3,672	New	+$785K	0.01%	697
2017 Q2	–	Sell	-2,321	Closed	-$508K	–	1332
2017 Q1	$508K	Sell	2,321 -1,653	-42%	-$362K	﹤0.01%	846
2016 Q4	$888K	Buy	3,974 +912	+30%	+$204K	0.01%	624
2016 Q3	$683K	Buy	+3,062	New	+$683K	0.01%	686
2016 Q2	–	Sell	-743	Closed	-$205K	–	1306
2016 Q1	$205K	Buy	+743	New	+$205K	﹤0.01%	1073