JP Morgan Private Wealth Advisors’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.87M | Buy |
153,850
+670
| +0.4% | +$28.3K | 0.02% | 473 |
|
|
2023
Q2 | $6.84M | Buy |
153,180
+14,543
| +10% | +$660K | 0.04% | 290 |
|
|
2023
Q1 | $6.41M | Buy |
138,637
+82,190
| +146% | +$3.69M | 0.01% | 533 |
|
|
2022
Q4 | $2.27M | Buy |
56,447
+11,537
| +26% | +$464K | 0.01% | 801 |
|
|
2022
Q3 | $1.8M | Buy |
44,910
+2,004
| +5% | +$90.3K | ﹤0.01% | 883 |
|
|
2022
Q2 | $1.83M | Buy |
42,906
+483
| +1% | +$22.2K | ﹤0.01% | 879 |
|
|
2022
Q1 | $2.21M | Sell |
42,423
-132
| -0.3% | -$6.68K | ﹤0.01% | 866 |
|
|
2021
Q4 | $2.42M | Buy |
42,555
+79
| +0.2% | +$4.25K | 0.01% | 829 |
|
|
2021
Q3 | $2.06M | Sell |
42,476
-8,108
| -16% | -$409K | 0.01% | 889 |
|
|
2021
Q2 | $2.34M | Sell |
50,584
-5,447
| -10% | -$235K | 0.01% | 812 |
|
|
2021
Q1 | $2.12M | Buy |
56,031
+2,950
| +6% | +$106K | 0.01% | 743 |
|
|
2020
Q4 | $1.78M | Sell |
53,081
-256
| -0.5% | -$8.57K | 0.01% | 779 |
|
|
2020
Q3 | $1.72M | Sell |
53,337
-1,515
| -3% | -$45.8K | 0.01% | 693 |
|
|
2020
Q2 | $1.48M | Sell |
54,852
-3,288
| -6% | -$86.9K | 0.01% | 676 |
|
|
2020
Q1 | $1.56M | Sell |
58,140
-13,031
| -18% | -$391K | 0.01% | 592 |
|
|
2019
Q4 | $2.24M | Sell |
71,171
-1,083
| -1% | -$34.8K | 0.01% | 593 |
|
|
2019
Q3 | $2.52M | Sell |
72,254
-56
| -0.1% | -$1.95K | 0.01% | 543 |
|
|
2019
Q2 | $2.42M | Sell |
72,310
-2,726
| -4% | -$89.5K | 0.01% | 555 |
|
|
2019
Q1 | $2.4M | Sell |
75,036
-18,271
| -20% | -$556K | 0.01% | 571 |
|
|
2018
Q4 | $2.68M | Buy |
93,307
+13,592
| +17% | +$399K | 0.02% | 515 |
|
|
2018
Q3 | $2.27M | Buy |
79,715
+3,458
| +5% | +$106K | 0.01% | 597 |
|
|
2018
Q2 | $2.46M | Buy |
76,257
+29,849
| +64% | +$894K | 0.01% | 556 |
|
|
2018
Q1 | $1.31M | Buy |
46,408
+5,051
| +12% | +$138K | 0.01% | 584 |
|
|
2017
Q4 | $1.2M | Buy |
41,357
+7,781
| +23% | +$217K | 0.01% | 612 |
|
|
2017
Q3 | $872K | Buy |
33,576
+1,158
| +4% | +$28.7K | 0.01% | 669 |
|
|
2017
Q2 | $779K | Sell |
32,418
-27,174
| -46% | -$688K | 0.01% | 685 |
|
|
2017
Q1 | $1.55M | Buy |
59,592
+3,596
| +6% | +$94.4K | 0.01% | 529 |
|
|
2016
Q4 | $1.5M | Buy |
55,996
+3,110
| +6% | +$79.6K | 0.01% | 494 |
|
|
2016
Q3 | $1.44M | Buy |
52,886
+556
| +1% | +$15.9K | 0.01% | 512 |
|
|
2016
Q2 | $1.61M | Sell |
52,330
-302
| -0.6% | -$9.42K | 0.02% | 492 |
|
|
2016
Q1 | $1.75M | Buy |
52,632
+4,430
| +9% | +$136K | 0.02% | 429 |
|
|
2015
Q4 | $1.48M | Buy |
+48,202
| New | +$1.38M | 0.02% | 441 |
|
Other funds holding CUBE
JP Morgan Private Wealth Advisors's CUBE Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its CubeSmart (CUBE) stake by 0.44% in Q3 2023, buying an estimated $28.3K and bringing the position to 153,850 shares worth $5.87M. The position accounts for 0.02% of the portfolio, ranked #473.
JP Morgan Private Wealth Advisors first reported a position in CUBE in Q4 2015 and has held it in 32 quarters since. The position peaked at $6.84M in Q2 2023. 414 funds tracked by Wall St. Rank hold CUBE as of Q3 2023.
- JP Morgan Private Wealth Advisors held 153,850 shares of CubeSmart worth $5.87M as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 670 CubeSmart shares in Q3 2023, an estimated $28.3K.
- CubeSmart made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #473 holding.
- JP Morgan Private Wealth Advisors first reported a position in CubeSmart in Q4 2015 and has held it in 32 quarters since.
- JP Morgan Private Wealth Advisors's CubeSmart position peaked at $6.84M in Q2 2023.
- 414 funds tracked by Wall St. Rank held CubeSmart as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.