JMPWA
EGP icon

JP Morgan Private Wealth Advisors’s EastGroup Properties EGP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.98M Sell
17,886
-245
-1% -$43.4K 0.01% 624
2023
Q2 		$3.15M Sell
18,131
-5,365
-23% -$895K 0.02% 438
2023
Q1 		$3.88M Sell
23,496
-2,491
-10% -$405K 0.01% 653
2022
Q4 		$3.85M Buy
25,987
+1,142
+5% +$172K 0.01% 646
2022
Q3 		$3.59M Buy
24,845
+3,508
+16% +$573K 0.01% 650
2022
Q2 		$3.29M Buy
21,337
+375
+2% +$65.8K 0.01% 689
2022
Q1 		$4.26M Buy
20,962
+3,069
+17% +$607K 0.01% 667
2021
Q4 		$4.08M Buy
17,893
+476
+3% +$95.6K 0.01% 662
2021
Q3 		$2.9M Buy
17,417
+363
+2% +$63K 0.01% 754
2021
Q2 		$2.81M Buy
17,054
+2,884
+20% +$457K 0.01% 754
2021
Q1 		$2.03M Buy
14,170
+556
+4% +$77.9K 0.01% 760
2020
Q4 		$1.88M Sell
13,614
-479
-3% -$66.2K 0.01% 751
2020
Q3 		$1.82M Sell
14,093
-3,325
-19% -$429K 0.01% 672
2020
Q2 		$2.07M Buy
17,418
+4,444
+34% +$491K 0.01% 576
2020
Q1 		$1.36M Buy
12,974
+474
+4% +$59.8K 0.01% 625
2019
Q4 		$1.66M Sell
12,500
-306
-2% -$40.2K 0.01% 654
2019
Q3 		$1.6M Buy
12,806
+447
+4% +$54.6K 0.01% 628
2019
Q2 		$1.43M Sell
12,359
-920
-7% -$104K 0.01% 662
2019
Q1 		$1.48M Buy
13,279
+69
+0.5% +$7.16K 0.01% 679
2018
Q4 		$1.21M Sell
13,210
-297
-2% -$28.6K 0.01% 696
2018
Q3 		$1.29M Buy
13,507
+27
+0.2% +$2.6K 0.01% 747
2018
Q2 		$1.29M Buy
+13,480
New +$1.21M 0.01% 700

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its EastGroup Properties (EGP) stake by 1.4% in Q3 2023, selling an estimated $43.4K and leaving 17,886 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #624.

JP Morgan Private Wealth Advisors first reported a position in EGP in Q2 2018 and has held it in 22 quarters since. The position peaked at $4.26M in Q1 2022. 386 funds tracked by Wall St. Rank hold EGP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,886 shares of EastGroup Properties worth $2.98M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 245 EastGroup Properties shares in Q3 2023, an estimated $43.4K.
  • EastGroup Properties made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #624 holding.
  • JP Morgan Private Wealth Advisors first reported a position in EastGroup Properties in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's EastGroup Properties position peaked at $4.26M in Q1 2022.
  • 386 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2023.

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