JMPWA
DEA

JP Morgan Private Wealth Advisors’s Easterly Government Properties DEA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$118K Sell
4,122
-5,548
-57% -$190K ﹤0.01% 1679
2023
Q2 		$351K Sell
9,670
-7,791
-45% -$274K ﹤0.01% 1175
2023
Q1 		$600K Sell
17,461
-146
-0.8% -$5.47K ﹤0.01% 1398
2022
Q4 		$628K Buy
17,607
+1,854
+12% +$72.1K ﹤0.01% 1370
2022
Q3 		$621K Buy
15,753
+338
+2% +$15.6K ﹤0.01% 1364
2022
Q2 		$734K Sell
15,415
-234
-1% -$11.4K ﹤0.01% 1287
2022
Q1 		$827K Buy
15,649
+283
+2% +$15K ﹤0.01% 1304
2021
Q4 		$880K Buy
15,366
+1,334
+10% +$72K ﹤0.01% 1312
2021
Q3 		$725K Buy
14,032
+696
+5% +$37.6K ﹤0.01% 1361
2021
Q2 		$703K Buy
13,336
+3,424
+35% +$181K ﹤0.01% 1353
2021
Q1 		$514K Sell
9,912
-2,198
-18% -$121K ﹤0.01% 1301
2020
Q4 		$686K Buy
12,110
+937
+8% +$51.5K ﹤0.01% 1155
2020
Q3 		$626K Sell
11,173
-23
-0.2% -$1.36K ﹤0.01% 1066
2020
Q2 		$647K Buy
11,196
+5,343
+91% +$339K ﹤0.01% 972
2020
Q1 		$361K Buy
+5,853
New +$350K ﹤0.01% 1060
2019
Q1 		– Sell
-5,200
Closed -$204K – 1472
2018
Q4 		$204K Hold
5,200
– – ﹤0.01% 1338
2018
Q3 		$252K Sell
5,200
-12
-0.2% -$591 ﹤0.01% 1383
2018
Q2 		$257K Hold
5,212
– – ﹤0.01% 1265
2018
Q1 		$266K Buy
5,212
+12
+0.2% +$603 ﹤0.01% 1086
2017
Q4 		$277K Hold
5,200
– – ﹤0.01% 1078
2017
Q3 		$269K Buy
+5,200
New +$261K ﹤0.01% 1054

Other funds holding DEA

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Easterly Government Properties (DEA) stake by 57% in Q3 2023, selling an estimated $190K and leaving 4,122 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

JP Morgan Private Wealth Advisors first reported a position in DEA in Q3 2017 and has held it in 21 quarters since. The position peaked at $880K in Q4 2021. 263 funds tracked by Wall St. Rank hold DEA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,122 shares of Easterly Government Properties worth $118K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,548 Easterly Government Properties shares in Q3 2023, an estimated $190K.
  • Easterly Government Properties made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1679 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Easterly Government Properties in Q3 2017 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's Easterly Government Properties position peaked at $880K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Easterly Government Properties as of Q3 2023.

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