JP Morgan Chase
PGZ

JP Morgan Chase’s Principal Real Estate Income Fund PGZ Stock Holding History

JP Morgan Chase’s Portfolio PGZ Stock Details PGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,094
Closed -$9.88K – 7782
2023
Q3 		$9.88K Sell
1,094
-2,812
-72% -$26.7K ﹤0.01% 6263
2023
Q2 		$37K Buy
+3,906
New +$36.9K ﹤0.01% 5786

Other funds holding PGZ

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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase's PGZ Position: Q4 2023 in Review

JP Morgan Chase sold out of Principal Real Estate Income Fund (PGZ) in Q4 2023, closing a stake of 1,094 shares — an estimated $9.88K sold.

JP Morgan Chase first reported a position in PGZ in Q2 2023 and held it in 2 quarters. The position peaked at $37K in Q2 2023. 27 funds tracked by Wall St. Rank hold PGZ as of Q4 2023.

  • JP Morgan Chase reported no remaining Principal Real Estate Income Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,094 Principal Real Estate Income Fund shares in Q4 2023, an estimated $9.88K.
  • JP Morgan Chase first reported a position in Principal Real Estate Income Fund in Q2 2023 and held it in 2 quarters.
  • JP Morgan Chase's Principal Real Estate Income Fund position peaked at $37K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.