JP Morgan Private Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BNL Stock Details BNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,138	Closed	-$428K	–	1532
2023 Q1	$428K	Buy	25,138 +41	+0.2%	+$714	﹤0.01%	1534
2022 Q4	$407K	Buy	25,097 +97	+0.4%	+$1.62K	﹤0.01%	1551
2022 Q3	$388K	Sell	25,000 -698	-3%	-$14.2K	﹤0.01%	1556
2022 Q2	$527K	Buy	25,698 +698	+3%	+$14.6K	﹤0.01%	1439
2022 Q1	$545K	Hold	25,000	–	–	﹤0.01%	1499
2021 Q4	$621K	Hold	25,000	–	–	﹤0.01%	1463
2021 Q3	$620K	Hold	25,000	–	–	﹤0.01%	1416
2021 Q2	$585K	Buy	+25,000	New	+$537K	﹤0.01%	1422

Other funds holding BNL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BNL Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Broadstone Net Lease (BNL) in Q2 2023, closing a stake of 25,138 shares — an estimated $428K sold.

JP Morgan Private Wealth Advisors first reported a position in BNL in Q2 2021 and held it in 8 quarters. The position peaked at $621K in Q4 2021. 260 funds tracked by Wall St. Rank hold BNL as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Broadstone Net Lease position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 25,138 Broadstone Net Lease shares in Q2 2023, an estimated $428K.
JP Morgan Private Wealth Advisors first reported a position in Broadstone Net Lease in Q2 2021 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Broadstone Net Lease position peaked at $621K in Q4 2021.
260 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.