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JP Morgan Private Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$325K Sell
21,212
-1,614
-7% -$24.7K ﹤0.01% 1437
2023
Q2 		$345K Sell
22,826
-31,871
-58% -$483K ﹤0.01% 1183
2023
Q1 		$849K Sell
54,697
-5,362
-9% -$87.7K ﹤0.01% 1243
2022
Q4 		$948K Buy
60,059
+186
+0.3% +$3K ﹤0.01% 1170
2022
Q3 		$842K Sell
59,873
-2,782
-4% -$44.1K ﹤0.01% 1224
2022
Q2 		$919K Sell
62,655
-1,640
-3% -$27.1K ﹤0.01% 1181
2022
Q1 		$1.16M Sell
64,295
-295
-0.5% -$5.05K ﹤0.01% 1145
2021
Q4 		$1.04M Sell
64,590
-10,174
-14% -$161K ﹤0.01% 1217
2021
Q3 		$1.18M Buy
74,764
+3,533
+5% +$53K ﹤0.01% 1144
2021
Q2 		$1.09M Buy
71,231
+9,165
+15% +$142K ﹤0.01% 1156
2021
Q1 		$904K Buy
62,066
+7,899
+15% +$110K ﹤0.01% 1083
2020
Q4 		$699K Buy
54,167
+4,344
+9% +$51.5K ﹤0.01% 1145
2020
Q3 		$479K Sell
49,823
-2,241
-4% -$21.6K ﹤0.01% 1174
2020
Q2 		$503K Buy
52,064
+33,607
+182% +$319K ﹤0.01% 1092
2020
Q1 		$169K Buy
18,457
+6,380
+53% +$83.8K ﹤0.01% 1317
2019
Q4 		$196K Sell
12,077
-740
-6% -$12K ﹤0.01% 1405
2019
Q3 		$213K Buy
12,817
+110
+0.9% +$1.74K ﹤0.01% 1325
2019
Q2 		$202K Sell
12,707
-7,022
-36% -$114K ﹤0.01% 1296
2019
Q1 		$322K Buy
19,729
+4,939
+33% +$79.2K ﹤0.01% 1181
2018
Q4 		$211K Sell
14,790
-573
-4% -$9.11K ﹤0.01% 1321
2018
Q3 		$269K Sell
15,363
-2,029
-12% -$36K ﹤0.01% 1355
2018
Q2 		$311K Sell
17,392
-5,570
-24% -$102K ﹤0.01% 1193
2018
Q1 		$403K Sell
22,962
-1,256
-5% -$23K ﹤0.01% 942
2017
Q4 		$475K Sell
24,218
-3,563
-13% -$68.7K ﹤0.01% 884
2017
Q3 		$525K Sell
27,781
-1,814
-6% -$33.3K ﹤0.01% 823
2017
Q2 		$554K Buy
+29,595
New +$562K ﹤0.01% 804

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's APLE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Apple Hospitality REIT (APLE) stake by 7.1% in Q3 2023, selling an estimated $24.7K and leaving 21,212 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

JP Morgan Private Wealth Advisors first reported a position in APLE in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.18M in Q3 2021. 288 funds tracked by Wall St. Rank hold APLE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 21,212 shares of Apple Hospitality REIT worth $325K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,614 Apple Hospitality REIT shares in Q3 2023, an estimated $24.7K.
  • Apple Hospitality REIT made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1437 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Apple Hospitality REIT in Q2 2017 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Apple Hospitality REIT position peaked at $1.18M in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.