JMPWA
CSR

JP Morgan Private Wealth Advisors’s Centerspace CSR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,934
Closed -$402K – 1932
2022
Q2 		$402K Buy
4,934
+39
+0.8% +$3.42K ﹤0.01% 1534
2022
Q1 		$480K Buy
4,895
+7
+0.1% +$680 ﹤0.01% 1555
2021
Q4 		$542K Buy
4,888
+55
+1% +$5.68K ﹤0.01% 1515
2021
Q3 		$457K Sell
4,833
-161
-3% -$15.2K ﹤0.01% 1533
2021
Q2 		$394K Buy
4,994
+334
+7% +$24K ﹤0.01% 1573
2021
Q1 		$317K Sell
4,660
-232
-5% -$16.6K ﹤0.01% 1506
2020
Q4 		$346K Buy
4,892
+20
+0.4% +$1.41K ﹤0.01% 1440
2020
Q3 		$318K Sell
4,872
-1,903
-28% -$133K ﹤0.01% 1339
2020
Q2 		$478K Sell
6,775
-501
-7% -$32K ﹤0.01% 1124
2020
Q1 		$400K Buy
+7,276
New +$521K ﹤0.01% 1016
2018
Q3 		– Sell
-8,199
Closed -$453K – 1581
2018
Q2 		$453K Buy
+8,199
New +$447K ﹤0.01% 1043

Other funds holding CSR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Centerspace (CSR) in Q3 2022, closing a stake of 4,934 shares — an estimated $402K sold.

JP Morgan Private Wealth Advisors first reported a position in CSR in Q2 2018 and held it in 11 quarters. The position peaked at $542K in Q4 2021. 164 funds tracked by Wall St. Rank hold CSR as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Centerspace position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,934 Centerspace shares in Q3 2022, an estimated $402K.
  • JP Morgan Private Wealth Advisors first reported a position in Centerspace in Q2 2018 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Centerspace position peaked at $542K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held Centerspace as of Q3 2022.

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