JMPWA
BRDG

JP Morgan Private Wealth Advisors’s Bridge Investment Group BRDG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-71,093
Closed -$857K – 1947
2022
Q4 		$857K Sell
71,093
-27,650
-28% -$398K ﹤0.01% 1220
2022
Q3 		$1.43M Buy
98,743
+1,172
+1% +$18.9K ﹤0.01% 979
2022
Q2 		$1.42M Buy
97,571
+9,524
+11% +$169K ﹤0.01% 968
2022
Q1 		$1.79M Buy
+88,047
New +$1.84M ﹤0.01% 948

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BRDG Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Bridge Investment Group (BRDG) in Q1 2023, closing a stake of 71,093 shares — an estimated $857K sold.

JP Morgan Private Wealth Advisors first reported a position in BRDG in Q1 2022 and held it in 4 quarters. The position peaked at $1.79M in Q1 2022. 55 funds tracked by Wall St. Rank hold BRDG as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Bridge Investment Group position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 71,093 Bridge Investment Group shares in Q1 2023, an estimated $857K.
  • JP Morgan Private Wealth Advisors first reported a position in Bridge Investment Group in Q1 2022 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Bridge Investment Group position peaked at $1.79M in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Bridge Investment Group as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.