JPMPWA
SAFE

J.P. Morgan Private Wealth Advisors’s Safehold SAFE Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,562
Closed -$520K – 2014
2022
Q1 		$520K Sell
4,562
-785
-15% -$89.5K ﹤0.01% 1517
2021
Q4 		$672K Sell
5,347
-310
-5% -$39K ﹤0.01% 1428
2021
Q3 		$691K Buy
5,657
+3,527
+166% +$431K ﹤0.01% 1375
2021
Q2 		$215K Buy
+2,130
New +$215K ﹤0.01% 1813