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JP Morgan Private Wealth Advisors’s Choice Hotels CHH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$259K Sell
2,115
-89
-4% -$11.2K ﹤0.01% 1540
2023
Q2 		$259K Sell
2,204
-1,703
-44% -$205K ﹤0.01% 1298
2023
Q1 		$458K Sell
3,907
-497
-11% -$59.5K ﹤0.01% 1514
2022
Q4 		$496K Buy
4,404
+1,035
+31% +$124K ﹤0.01% 1480
2022
Q3 		$369K Buy
3,369
+254
+8% +$29.1K ﹤0.01% 1569
2022
Q2 		$348K Sell
3,115
-206
-6% -$26.7K ﹤0.01% 1585
2022
Q1 		$471K Buy
3,321
+2
+0.1% +$288 ﹤0.01% 1567
2021
Q4 		$518K Buy
3,319
+10
+0.3% +$1.44K ﹤0.01% 1538
2021
Q3 		$418K Buy
3,309
+204
+7% +$24.4K ﹤0.01% 1569
2021
Q2 		$369K Sell
3,105
-27
-0.9% -$3.14K ﹤0.01% 1604
2021
Q1 		$336K Sell
3,132
-155
-5% -$16.5K ﹤0.01% 1479
2020
Q4 		$351K Buy
3,287
+401
+14% +$39K ﹤0.01% 1434
2020
Q3 		$248K Buy
2,886
+180
+7% +$16.2K ﹤0.01% 1430
2020
Q2 		$214K Buy
+2,706
New +$206K ﹤0.01% 1437
2020
Q1 		– Sell
-1,939
Closed -$201K – 1433
2019
Q4 		$201K Buy
+1,939
New +$181K ﹤0.01% 1400

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Choice Hotels (CHH) stake by 4% in Q3 2023, selling an estimated $11.2K and leaving 2,115 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

JP Morgan Private Wealth Advisors first reported a position in CHH in Q4 2019 and has held it in 15 quarters since. The position peaked at $518K in Q4 2021. 331 funds tracked by Wall St. Rank hold CHH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,115 shares of Choice Hotels worth $259K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 89 Choice Hotels shares in Q3 2023, an estimated $11.2K.
  • Choice Hotels made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1540 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Choice Hotels in Q4 2019 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Choice Hotels position peaked at $518K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2023.

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