J.P. Morgan Private Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $69.4M | Buy |
+642,625
| New | +$69.4M | 0.2% | 118 |
|
|
2023
Q2 | – | Sell |
-684,968
| Closed | -$76.7M | – | 1858 |
|
|
2023
Q1 | $76.7M | Sell |
684,968
-9,960
| -1% | -$1.12M | 0.16% | 132 |
|
|
2022
Q4 | $81.6M | Sell |
694,928
-14,062
| -2% | -$1.65M | 0.18% | 123 |
|
|
2022
Q3 | $63.6M | Buy |
708,990
+74,584
| +12% | +$6.69M | 0.17% | 137 |
|
|
2022
Q2 | $60.2M | Buy |
634,406
+104,324
| +20% | +$9.9M | 0.15% | 148 |
|
|
2022
Q1 | $69.7M | Buy |
530,082
+19,268
| +4% | +$2.53M | 0.15% | 149 |
|
|
2021
Q4 | $81.6M | Buy |
510,814
+52,798
| +12% | +$8.44M | 0.18% | 135 |
|
|
2021
Q3 | $59.5M | Buy |
458,016
+38,419
| +9% | +$4.99M | 0.15% | 159 |
|
|
2021
Q2 | $54.7M | Buy |
419,597
+95,706
| +30% | +$12.5M | 0.14% | 163 |
|
|
2021
Q1 | $36.8M | Sell |
323,891
-59,688
| -16% | -$6.79M | 0.12% | 180 |
|
|
2020
Q4 | $32.7M | Buy |
383,579
+97,612
| +34% | +$8.32M | 0.11% | 193 |
|
|
2020
Q3 | $18.5M | Buy |
285,967
+39,197
| +16% | +$2.54M | 0.07% | 225 |
|
|
2020
Q2 | $16.9M | Buy |
246,770
+50,364
| +26% | +$3.44M | 0.08% | 211 |
|
|
2020
Q1 | $10.8M | Buy |
196,406
+33,771
| +21% | +$1.85M | 0.06% | 253 |
|
|
2019
Q4 | $24.2M | Buy |
162,635
+26,306
| +19% | +$3.92M | 0.11% | 178 |
|
|
2019
Q3 | $21.2M | Buy |
136,329
+19,042
| +16% | +$2.96M | 0.11% | 176 |
|
|
2019
Q2 | $18.7M | Sell |
117,287
-6,705
| -5% | -$1.07M | 0.1% | 189 |
|
|
2019
Q1 | $22.6M | Buy |
123,992
+18,587
| +18% | +$3.39M | 0.12% | 177 |
|
|
2018
Q4 | $17.7M | Sell |
105,405
-11,698
| -10% | -$1.97M | 0.11% | 188 |
|
|
2018
Q3 | $20.7M | Buy |
117,103
+5,077
| +5% | +$897K | 0.1% | 199 |
|
|
2018
Q2 | $19.1M | Buy |
+112,026
| New | +$19.1M | 0.11% | 188 |
|
|
2015
Q2 | – | Sell |
-1,126
| Closed | -$220K | – | 1128 |
|
|
2015
Q1 | $220K | Buy |
+1,126
| New | +$220K | ﹤0.01% | 1004 |
|