JMPWA
DRE

JP Morgan Private Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-73,740
Closed -$3.55M – 2034
2022
Q3 		$3.55M Buy
73,740
+2,707
+4% +$159K 0.01% 653
2022
Q2 		$3.9M Sell
71,033
-22,764
-24% -$1.25M 0.01% 642
2022
Q1 		$5.45M Buy
93,797
+14,297
+18% +$810K 0.01% 589
2021
Q4 		$5.22M Buy
79,500
+8,082
+11% +$467K 0.01% 599
2021
Q3 		$3.42M Buy
71,418
+11,762
+20% +$593K 0.01% 697
2021
Q2 		$2.83M Buy
59,656
+3,829
+7% +$177K 0.01% 750
2021
Q1 		$2.34M Buy
55,827
+2,372
+4% +$95.7K 0.01% 715
2020
Q4 		$2.14M Buy
53,455
+23,141
+76% +$903K 0.01% 708
2020
Q3 		$1.12M Buy
30,314
+1,739
+6% +$65.5K ﹤0.01% 847
2020
Q2 		$1.01M Buy
28,575
+15,390
+117% +$525K ﹤0.01% 809
2020
Q1 		$427K Buy
13,185
+3,463
+36% +$119K ﹤0.01% 992
2019
Q4 		$337K Buy
9,722
+3,793
+64% +$131K ﹤0.01% 1188
2019
Q3 		$201K Buy
+5,929
New +$196K ﹤0.01% 1347

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DRE Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 73,740 shares — an estimated $3.55M sold.

JP Morgan Private Wealth Advisors first reported a position in DRE in Q3 2019 and held it in 13 quarters. The position peaked at $5.45M in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 73,740 Duke Realty Corp. shares in Q4 2022, an estimated $3.55M.
  • JP Morgan Private Wealth Advisors first reported a position in Duke Realty Corp. in Q3 2019 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Duke Realty Corp. position peaked at $5.45M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.