JMPWA
CHCT

JP Morgan Private Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$316K Sell
10,634
-1,239
-10% -$41.6K ﹤0.01% 1453
2023
Q2 		$392K Sell
11,873
-25,824
-69% -$898K ﹤0.01% 1125
2023
Q1 		$1.38M Sell
37,697
-8,628
-19% -$337K ﹤0.01% 1024
2022
Q4 		$1.66M Buy
46,325
+4,722
+11% +$161K ﹤0.01% 914
2022
Q3 		$1.36M Buy
41,603
+774
+2% +$28.6K ﹤0.01% 998
2022
Q2 		$1.48M Buy
40,829
+1,745
+4% +$65.4K ﹤0.01% 953
2022
Q1 		$1.65M Buy
39,084
+540
+1% +$23.4K ﹤0.01% 982
2021
Q4 		$1.82M Buy
38,544
+2,596
+7% +$119K ﹤0.01% 948
2021
Q3 		$1.62M Buy
35,948
+1,331
+4% +$64.5K ﹤0.01% 989
2021
Q2 		$1.64M Buy
34,617
+4,776
+16% +$234K ﹤0.01% 967
2021
Q1 		$1.38M Buy
29,841
+3,960
+15% +$184K ﹤0.01% 902
2020
Q4 		$1.22M Buy
25,881
+1,563
+6% +$74.3K ﹤0.01% 929
2020
Q3 		$1.14M Sell
24,318
-1,620
-6% -$74.1K ﹤0.01% 837
2020
Q2 		$1.06M Buy
25,938
+13,590
+110% +$508K ﹤0.01% 787
2020
Q1 		$473K Buy
12,348
+1,631
+15% +$70.9K ﹤0.01% 952
2019
Q4 		$459K Buy
10,717
+1,538
+17% +$70.1K ﹤0.01% 1082
2019
Q3 		$409K Buy
+9,179
New +$387K ﹤0.01% 1063
2019
Q1 		– Sell
-7,380
Closed -$213K – 1468
2018
Q4 		$213K Buy
7,380
+557
+8% +$16.5K ﹤0.01% 1315
2018
Q3 		$211K Buy
+6,823
New +$208K ﹤0.01% 1453

Other funds holding CHCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Community Healthcare Trust (CHCT) stake by 10% in Q3 2023, selling an estimated $41.6K and leaving 10,634 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

JP Morgan Private Wealth Advisors first reported a position in CHCT in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2021. 189 funds tracked by Wall St. Rank hold CHCT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,634 shares of Community Healthcare Trust worth $316K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,239 Community Healthcare Trust shares in Q3 2023, an estimated $41.6K.
  • Community Healthcare Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1453 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Community Healthcare Trust in Q3 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Community Healthcare Trust position peaked at $1.82M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2023.

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