JP Morgan Private Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,000	Closed	-$284K	–	1933
2022 Q1	$284K	Buy	+13,000	New	+$271K	﹤0.01%	1772

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's CAPL Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of CrossAmerica Partners (CAPL) in Q2 2022, closing a stake of 13,000 shares — an estimated $284K sold.

JP Morgan Private Wealth Advisors first reported a position in CAPL in Q1 2022 and held it in 1 quarter. The position peaked at $284K in Q1 2022. 46 funds tracked by Wall St. Rank hold CAPL as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining CrossAmerica Partners position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,000 CrossAmerica Partners shares in Q2 2022, an estimated $284K.
JP Morgan Private Wealth Advisors first reported a position in CrossAmerica Partners in Q1 2022 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's CrossAmerica Partners position peaked at $284K in Q1 2022.
46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.