JP Morgan Private Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.5M	Buy	54,854 +37,148	+210%	+$1.03M	﹤0.01%	837
2023 Q2	$484K	Sell	17,706 -58,240	-77%	-$1.5M	﹤0.01%	1041
2023 Q1	$1.89M	Sell	75,946 -2,530	-3%	-$62K	﹤0.01%	906
2022 Q4	$1.75M	Buy	78,476 +28,153	+56%	+$660K	﹤0.01%	900
2022 Q3	$1.14M	Buy	50,323 +34,322	+214%	+$819K	﹤0.01%	1071
2022 Q2	$378K	Buy	+16,001	New	+$415K	﹤0.01%	1555

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Blackstone Secured Lending (BXSL) stake by 210% in Q3 2023, buying an estimated $1.03M and bringing the position to 54,854 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #837.

JP Morgan Private Wealth Advisors first reported a position in BXSL in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.89M in Q1 2023. 253 funds tracked by Wall St. Rank hold BXSL as of Q3 2023.

JP Morgan Private Wealth Advisors held 54,854 shares of Blackstone Secured Lending worth $1.5M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 37,148 Blackstone Secured Lending shares in Q3 2023, an estimated $1.03M.
Blackstone Secured Lending made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #837 holding.
JP Morgan Private Wealth Advisors first reported a position in Blackstone Secured Lending in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Blackstone Secured Lending position peaked at $1.89M in Q1 2023.
253 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2023.

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