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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return