JP Morgan Private Wealth Advisors’s BrightSpire Capital BRSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$208K	Hold	33,229	–	–	﹤0.01%	1622
2023 Q2	$224K	Hold	33,229	–	–	﹤0.01%	1353
2023 Q1	$196K	Hold	33,229	–	–	﹤0.01%	1843
2022 Q4	$207K	Hold	33,229	–	–	﹤0.01%	1812
2022 Q3	$210K	Hold	33,229	–	–	﹤0.01%	1788
2022 Q2	$251K	Buy	+33,229	New	+$281K	﹤0.01%	1738
2021 Q1	–	Sell	-29,637	Closed	-$222K	–	1755
2020 Q4	$222K	Buy	+29,637	New	+$192K	﹤0.01%	1606

Other funds holding BRSP

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

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its BrightSpire Capital (BRSP) position steady in Q3 2023 at 33,229 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

JP Morgan Private Wealth Advisors first reported a position in BRSP in Q4 2020 and has held it in 7 quarters since. The position peaked at $251K in Q2 2022. 174 funds tracked by Wall St. Rank hold BRSP as of Q3 2023.

JP Morgan Private Wealth Advisors held 33,229 shares of BrightSpire Capital worth $208K as of Q3 2023.
JP Morgan Private Wealth Advisors left its BrightSpire Capital share count unchanged in Q3 2023.
BrightSpire Capital made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1622 holding.
JP Morgan Private Wealth Advisors first reported a position in BrightSpire Capital in Q4 2020 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's BrightSpire Capital position peaked at $251K in Q2 2022.
174 funds tracked by Wall St. Rank held BrightSpire Capital as of Q3 2023.

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