JMPWA
BDN

JP Morgan Private Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$87.5K Sell
19,264
-5,326
-22% -$25.4K ﹤0.01% 1691
2023
Q2 		$114K Sell
24,590
-40,106
-62% -$164K ﹤0.01% 1434
2023
Q1 		$306K Sell
64,696
-35,965
-36% -$211K ﹤0.01% 1668
2022
Q4 		$619K Sell
100,661
-44,951
-31% -$289K ﹤0.01% 1379
2022
Q3 		$983K Buy
145,612
+42,019
+41% +$359K ﹤0.01% 1144
2022
Q2 		$999K Buy
103,593
+33,074
+47% +$373K ﹤0.01% 1149
2022
Q1 		$997K Sell
70,519
-3,451
-5% -$46.7K ﹤0.01% 1222
2021
Q4 		$993K Sell
73,970
-6,908
-9% -$94.9K ﹤0.01% 1245
2021
Q3 		$1.08M Buy
80,878
+3,068
+4% +$42.2K ﹤0.01% 1175
2021
Q2 		$1.07M Buy
77,810
+10,950
+16% +$151K ﹤0.01% 1163
2021
Q1 		$863K Buy
66,860
+12,963
+24% +$158K ﹤0.01% 1109
2020
Q4 		$642K Buy
53,897
+4,652
+9% +$50K ﹤0.01% 1191
2020
Q3 		$509K Sell
49,245
-972
-2% -$10.5K ﹤0.01% 1141
2020
Q2 		$547K Buy
50,217
+30,112
+150% +$310K ﹤0.01% 1053
2020
Q1 		$212K Buy
+20,105
New +$283K ﹤0.01% 1278

Other funds holding BDN

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Brandywine Realty Trust (BDN) stake by 22% in Q3 2023, selling an estimated $25.4K and leaving 19,264 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

JP Morgan Private Wealth Advisors first reported a position in BDN in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.08M in Q3 2021. 246 funds tracked by Wall St. Rank hold BDN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 19,264 shares of Brandywine Realty Trust worth $87.5K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,326 Brandywine Realty Trust shares in Q3 2023, an estimated $25.4K.
  • Brandywine Realty Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1691 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Brandywine Realty Trust in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Brandywine Realty Trust position peaked at $1.08M in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2023.

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