JP Morgan Chase
PEI

JP Morgan Chase’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

JP Morgan Chase’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,733
Closed -$5K – 7414
2022
Q3 		$5K Buy
1,733
+1,731
+86,550% +$8.22K ﹤0.01% 6123
2022
Q2 		$0 Sell
2
-454
-100% -$2.99K ﹤0.01% 7259
2022
Q1 		$4K Sell
456
-181
-28% -$2.41K ﹤0.01% 6370
2021
Q4 		$10K Buy
637
+635
+31,750% +$13.6K ﹤0.01% 6345
2021
Q3 		$0 Hold
2
– – ﹤0.01% 7093
2021
Q2 		$0 Sell
2
-2
-50% -$65 ﹤0.01% 6866
2021
Q1 		$0 Hold
4
– – ﹤0.01% 6586
2020
Q4 		$0 Hold
4
– – ﹤0.01% 6208
2020
Q3 		$0 Sell
4
-3,190
-100% -$50.1K ﹤0.01% 6054
2020
Q2 		$65K Sell
3,194
-22,150
-87% -$399K ﹤0.01% 4738
2020
Q1 		$346K Buy
25,344
+11,468
+83% +$556K ﹤0.01% 4023
2019
Q4 		$1.11M Sell
13,876
-7,950
-36% -$662K ﹤0.01% 3772
2019
Q3 		$1.87M Buy
21,826
+5,167
+31% +$438K ﹤0.01% 3463
2019
Q2 		$1.55M Buy
16,659
+10,920
+190% +$1.06M ﹤0.01% 3551
2019
Q1 		$542K Sell
5,739
-47,207
-89% -$4.67M ﹤0.01% 4168
2018
Q4 		$4.72M Sell
52,946
-3,965
-7% -$494K ﹤0.01% 2611
2018
Q3 		$8.08M Sell
56,911
-19,159
-25% -$2.98M ﹤0.01% 2375
2018
Q2 		$12.5M Buy
76,070
+17,046
+29% +$2.66M ﹤0.01% 1965
2018
Q1 		$8.54M Sell
59,024
-3,208
-5% -$511K ﹤0.01% 2136
2017
Q4 		$11.1M Sell
62,232
-3,828
-6% -$621K ﹤0.01% 2040
2017
Q3 		$10.4M Buy
66,060
+4,719
+8% +$776K ﹤0.01% 1950
2017
Q2 		$10.4M Buy
61,341
+8,737
+17% +$1.63M ﹤0.01% 1940
2017
Q1 		$11.9M Sell
52,604
-121,075
-70% -$30.6M ﹤0.01% 1811
2016
Q4 		$49.4M Buy
173,679
+3,113
+2% +$930K 0.01% 902
2016
Q3 		$58.9M Buy
170,566
+123,261
+261% +$44.1M 0.01% 759
2016
Q2 		$15.2M Sell
47,305
-63,449
-57% -$21M ﹤0.01% 1575
2016
Q1 		$36.3M Buy
110,754
+64,351
+139% +$19.2M 0.01% 983
2015
Q4 		$15.2M Buy
46,403
+491
+1% +$158K ﹤0.01% 1531
2015
Q3 		$13.7M Buy
45,912
+1,134
+3% +$356K ﹤0.01% 1519
2015
Q2 		$14.3M Sell
44,778
-188,034
-81% -$63.4M ﹤0.01% 1641
2015
Q1 		$81.1M Buy
232,812
+134,525
+137% +$47.8M 0.02% 701
2014
Q4 		$34.6M Buy
98,287
+57,642
+142% +$18.9M 0.01% 1144
2014
Q3 		$12.2M Sell
40,645
-181,205
-82% -$53.5M ﹤0.01% 1793
2014
Q2 		$62.6M Buy
221,850
+177,199
+397% +$46.9M 0.02% 749
2014
Q1 		$12.1M Sell
44,651
-52,088
-54% -$14.5M ﹤0.01% 1620
2013
Q4 		$27.5M Sell
96,739
-32,643
-25% -$8.93M 0.01% 1141
2013
Q3 		$36.3M Sell
129,382
-65,766
-34% -$19.2M 0.01% 975
2013
Q2 		$55.3M Buy
+195,148
New +$57.8M 0.02% 716

Other funds holding PEI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

JP Morgan Chase's PEI Position: Q4 2022 in Review

JP Morgan Chase sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 1,733 shares — an estimated $5K sold.

JP Morgan Chase first reported a position in PEI in Q2 2013 and held it in 38 quarters. The position peaked at $81.1M in Q1 2015. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • JP Morgan Chase reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Chase sold 1,733 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $5K.
  • JP Morgan Chase first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 38 quarters.
  • JP Morgan Chase's Pennsylvania Real Estate Investment Trust position peaked at $81.1M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.