JMPWA
CIO

JP Morgan Private Wealth Advisors’s City Office REIT CIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,875
Closed -$283K – 1929
2022
Q2 		$283K Sell
21,875
-97
-0.4% -$1.37K ﹤0.01% 1681
2022
Q1 		$388K Buy
+21,972
New +$395K ﹤0.01% 1641

Other funds holding CIO

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CIO Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of City Office REIT (CIO) in Q3 2022, closing a stake of 21,875 shares — an estimated $283K sold.

JP Morgan Private Wealth Advisors first reported a position in CIO in Q1 2022 and held it in 2 quarters. The position peaked at $388K in Q1 2022. 147 funds tracked by Wall St. Rank hold CIO as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining City Office REIT position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 21,875 City Office REIT shares in Q3 2022, an estimated $283K.
  • JP Morgan Private Wealth Advisors first reported a position in City Office REIT in Q1 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's City Office REIT position peaked at $388K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held City Office REIT as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.