JMPWA
CBRE icon

JP Morgan Private Wealth Advisors’s CBRE Group CBRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.04M Buy
+27,620
New +$2.29M 0.01% 726
2023
Q2 		– Sell
-39,108
Closed -$2.85M – 1545
2023
Q1 		$2.85M Sell
39,108
-7,014
-15% -$573K 0.01% 753
2022
Q4 		$3.55M Sell
46,122
-7,520
-14% -$555K 0.01% 671
2022
Q3 		$3.62M Sell
53,642
-28,808
-35% -$2.28M 0.01% 646
2022
Q2 		$6.07M Buy
82,450
+44,660
+118% +$3.6M 0.02% 519
2022
Q1 		$3.46M Buy
37,790
+11,435
+43% +$1.11M 0.01% 714
2021
Q4 		$2.86M Buy
26,355
+398
+2% +$40.8K 0.01% 787
2021
Q3 		$2.53M Buy
25,957
+2,531
+11% +$235K 0.01% 808
2021
Q2 		$2.01M Buy
23,426
+2,581
+12% +$220K 0.01% 880
2021
Q1 		$1.65M Sell
20,845
-3,245
-13% -$229K 0.01% 832
2020
Q4 		$1.51M Sell
24,090
-18,006
-43% -$1.02M ﹤0.01% 849
2020
Q3 		$1.98M Sell
42,096
-325
-0.8% -$14.8K 0.01% 651
2020
Q2 		$1.92M Sell
42,421
-883
-2% -$38.1K 0.01% 600
2020
Q1 		$1.63M Buy
43,304
+462
+1% +$25.5K 0.01% 586
2019
Q4 		$2.63M Buy
42,842
+1,904
+5% +$105K 0.01% 562
2019
Q3 		$2.17M Buy
40,938
+2,914
+8% +$153K 0.01% 573
2019
Q2 		$1.95M Buy
38,024
+3,865
+11% +$192K 0.01% 597
2019
Q1 		$1.69M Sell
34,159
-1,253
-4% -$58.8K 0.01% 657
2018
Q4 		$1.42M Buy
35,412
+3,620
+11% +$150K 0.01% 648
2018
Q3 		$1.4M Sell
31,792
-104
-0.3% -$4.96K 0.01% 715
2018
Q2 		$1.52M Sell
31,896
-2,686
-8% -$127K 0.01% 658
2018
Q1 		$1.63M Sell
34,582
-595
-2% -$27.1K 0.01% 524
2017
Q4 		$1.52M Sell
35,177
-1,394
-4% -$57.8K 0.01% 548
2017
Q3 		$1.39M Sell
36,571
-2,264
-6% -$83.3K 0.01% 548
2017
Q2 		$1.41M Sell
38,835
-45,169
-54% -$1.57M 0.01% 535
2017
Q1 		$2.92M Buy
84,004
+5,325
+7% +$178K 0.02% 404
2016
Q4 		$2.48M Buy
78,679
+488
+0.6% +$14.1K 0.02% 402
2016
Q3 		$2.19M Buy
78,191
+9,032
+13% +$258K 0.02% 414
2016
Q2 		$1.83M Buy
69,159
+8,945
+15% +$262K 0.02% 458
2016
Q1 		$1.74M Buy
+60,214
New +$1.66M 0.02% 432

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in CBRE Group (CBRE) in Q3 2023: 27,620 shares worth $2.04M. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CBRE as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CBRE in Q1 2016 and has held it in 30 quarters since. The position peaked at $6.07M in Q2 2022. 696 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 27,620 shares of CBRE Group worth $2.04M as of Q3 2023.
  • CBRE Group was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • CBRE Group made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #726 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CBRE Group in Q1 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's CBRE Group position peaked at $6.07M in Q2 2022.
  • 696 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

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