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JP Morgan Private Wealth Advisors’s Camden Property Trust CPT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CPT Stock Details CPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.28M Sell
34,712
-2,105
-6% -$224K 0.01% 604
2023
Q2 		$4.01M Sell
36,817
-1,955
-5% -$211K 0.02% 375
2023
Q1 		$4.06M Buy
38,772
+1,584
+4% +$181K 0.01% 641
2022
Q4 		$4.16M Buy
37,188
+1,051
+3% +$120K 0.01% 623
2022
Q3 		$4.32M Buy
36,137
+1,760
+5% +$235K 0.01% 595
2022
Q2 		$4.62M Buy
34,377
+4,390
+15% +$651K 0.01% 586
2022
Q1 		$4.98M Buy
29,987
+8,761
+41% +$1.44M 0.01% 616
2021
Q4 		$3.79M Buy
21,226
+1,322
+7% +$218K 0.01% 690
2021
Q3 		$2.94M Buy
19,904
+488
+3% +$71.5K 0.01% 747
2021
Q2 		$2.58M Buy
19,416
+3,377
+21% +$419K 0.01% 784
2021
Q1 		$1.76M Buy
16,039
+94
+0.6% +$9.78K 0.01% 813
2020
Q4 		$1.59M Buy
15,945
+169
+1% +$16.4K 0.01% 832
2020
Q3 		$1.4M Sell
15,776
-2,161
-12% -$194K 0.01% 757
2020
Q2 		$1.64M Buy
17,937
+1,002
+6% +$88.6K 0.01% 640
2020
Q1 		$1.34M Buy
16,935
+159
+0.9% +$16.5K 0.01% 630
2019
Q4 		$1.78M Buy
16,776
+811
+5% +$89.8K 0.01% 634
2019
Q3 		$1.77M Buy
15,965
+150
+0.9% +$16.2K 0.01% 614
2019
Q2 		$1.65M Sell
15,815
-640
-4% -$65.7K 0.01% 628
2019
Q1 		$1.67M Buy
16,455
+197
+1% +$18.9K 0.01% 661
2018
Q4 		$1.43M Buy
16,258
+715
+5% +$65.5K 0.01% 644
2018
Q3 		$1.45M Buy
15,543
+8
+0.1% +$743 0.01% 700
2018
Q2 		$1.42M Buy
+15,535
New +$1.35M 0.01% 676

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Camden Property Trust (CPT) stake by 5.7% in Q3 2023, selling an estimated $224K and leaving 34,712 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #604.

JP Morgan Private Wealth Advisors first reported a position in CPT in Q2 2018 and has held it in 22 quarters since. The position peaked at $4.98M in Q1 2022. 495 funds tracked by Wall St. Rank hold CPT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 34,712 shares of Camden Property Trust worth $3.28M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,105 Camden Property Trust shares in Q3 2023, an estimated $224K.
  • Camden Property Trust made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #604 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Camden Property Trust in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Camden Property Trust position peaked at $4.98M in Q1 2022.
  • 495 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2023.

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