JP Morgan Private Wealth Advisors’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,721	Closed	-$59.2K	–	1549
2023 Q1	$59.2K	Sell	10,721 -47	-0.4%	-$298	﹤0.01%	1911
2022 Q4	$62.5K	Hold	10,768	–	–	﹤0.01%	1899
2022 Q3	$53K	Hold	10,768	–	–	﹤0.01%	1893
2022 Q2	$69K	Buy	+10,768	New	+$74.2K	﹤0.01%	1888
2021 Q4	–	Sell	-11,159	Closed	-$99K	–	2000
2021 Q3	$99K	Hold	11,159	–	–	﹤0.01%	1898
2021 Q2	$110K	Buy	+11,159	New	+$111K	﹤0.01%	1869

Other funds holding CHMI

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CHMI Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2023, closing a stake of 10,721 shares — an estimated $59.2K sold.

JP Morgan Private Wealth Advisors first reported a position in CHMI in Q2 2021 and held it in 6 quarters. The position peaked at $110K in Q2 2021. 53 funds tracked by Wall St. Rank hold CHMI as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,721 Cherry Hill Mortgage Investment Corp shares in Q2 2023, an estimated $59.2K.
JP Morgan Private Wealth Advisors first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2021 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Cherry Hill Mortgage Investment Corp position peaked at $110K in Q2 2021.
53 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.