JMPWA
ARI

JP Morgan Private Wealth Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$105K Buy
+10,341
New +$113K ﹤0.01% 1683
2021
Q4 		– Sell
-13,713
Closed -$203K – 1989
2021
Q3 		$203K Buy
+13,713
New +$210K ﹤0.01% 1854
2020
Q4 		– Sell
-10,447
Closed -$94K – 1705
2020
Q3 		$94K Sell
10,447
-6,334
-38% -$58.3K ﹤0.01% 1562
2020
Q2 		$165K Sell
16,781
-44,760
-73% -$380K ﹤0.01% 1476
2020
Q1 		$457K Sell
61,541
-466,004
-88% -$7.28M ﹤0.01% 964
2019
Q4 		$9.65M Buy
527,545
+30,404
+6% +$561K 0.04% 312
2019
Q3 		$9.53M Buy
497,141
+26,510
+6% +$500K 0.05% 297
2019
Q2 		$8.65M Buy
470,631
+29,111
+7% +$542K 0.05% 297
2019
Q1 		$8.04M Sell
441,520
-283,249
-39% -$5.1M 0.04% 317
2018
Q4 		$12.1M Buy
724,769
+186,717
+35% +$3.45M 0.07% 234
2018
Q3 		$10.2M Buy
538,052
+173,181
+47% +$3.3M 0.05% 296
2018
Q2 		$6.67M Buy
+364,871
New +$6.68M 0.04% 343
2016
Q2 		– Sell
-50,020
Closed -$815K – 1257
2016
Q1 		$815K Buy
50,020
+34,020
+213% +$547K 0.01% 607
2015
Q4 		$276K Buy
+16,000
New +$273K ﹤0.01% 901

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Apollo Commercial Real Estate (ARI) in Q3 2023: 10,341 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #1683 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ARI as recently as Q3 2021.

JP Morgan Private Wealth Advisors first reported a position in ARI in Q4 2015 and has held it in 14 quarters since. The position peaked at $12.1M in Q4 2018. 228 funds tracked by Wall St. Rank hold ARI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,341 shares of Apollo Commercial Real Estate worth $105K as of Q3 2023.
  • Apollo Commercial Real Estate was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Apollo Commercial Real Estate made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1683 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Apollo Commercial Real Estate in Q4 2015 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Apollo Commercial Real Estate position peaked at $12.1M in Q4 2018.
  • 228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2023.

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