JP Morgan Private Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,329	Closed	-$316K	–	1713
2020 Q3	$316K	Buy	13,329 +262	+2%	+$6.53K	﹤0.01%	1341
2020 Q2	$331K	Buy	+13,067	New	+$326K	﹤0.01%	1262
2019 Q1	–	Sell	-25,466	Closed	-$536K	–	1467
2018 Q4	$536K	Sell	25,466 -112,722	-82%	-$2.87M	﹤0.01%	941
2018 Q3	$4.12M	Buy	138,188 +7,292	+6%	+$218K	0.02%	470
2018 Q2	$3.79M	Buy	+130,896	New	+$3.59M	0.02%	458

Other funds holding CDP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CDP Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of COPT Defense Properties (CDP) in Q4 2020, closing a stake of 13,329 shares — an estimated $316K sold.

JP Morgan Private Wealth Advisors first reported a position in CDP in Q2 2018 and held it in 5 quarters. The position peaked at $4.12M in Q3 2018. 248 funds tracked by Wall St. Rank hold CDP as of Q4 2020.

JP Morgan Private Wealth Advisors reported no remaining COPT Defense Properties position as of Q4 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,329 COPT Defense Properties shares in Q4 2020, an estimated $316K.
JP Morgan Private Wealth Advisors first reported a position in COPT Defense Properties in Q2 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's COPT Defense Properties position peaked at $4.12M in Q3 2018.
248 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.