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JP Morgan Private Wealth Advisors’s Equity Residential EQR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$984K Sell
16,756
-700
-4% -$45.2K ﹤0.01% 978
2023
Q2 		$1.15M Sell
17,456
-3,200
-15% -$200K 0.01% 724
2023
Q1 		$1.24M Sell
20,656
-13,898
-40% -$853K ﹤0.01% 1069
2022
Q4 		$2.04M Sell
34,554
-16,536
-32% -$1.03M ﹤0.01% 842
2022
Q3 		$3.43M Sell
51,090
-81
-0.2% -$5.99K 0.01% 666
2022
Q2 		$3.7M Buy
51,171
+27,708
+118% +$2.2M 0.01% 654
2022
Q1 		$2.11M Sell
23,463
-1,160
-5% -$102K ﹤0.01% 883
2021
Q4 		$2.23M Sell
24,623
-259
-1% -$22.3K ﹤0.01% 864
2021
Q3 		$2.01M Buy
24,882
+4,005
+19% +$331K ﹤0.01% 898
2021
Q2 		$1.61M Sell
20,877
-6,944
-25% -$525K ﹤0.01% 976
2021
Q1 		$1.99M Buy
27,821
+9,662
+53% +$640K 0.01% 765
2020
Q4 		$1.08M Buy
18,159
+511
+3% +$28.9K ﹤0.01% 982
2020
Q3 		$906K Sell
17,648
-35,248
-67% -$1.95M ﹤0.01% 922
2020
Q2 		$3.11M Buy
52,896
+403
+0.8% +$25K 0.01% 474
2020
Q1 		$3.24M Buy
52,493
+34,714
+195% +$2.68M 0.02% 439
2019
Q4 		$1.44M Buy
17,779
+898
+5% +$76.4K 0.01% 681
2019
Q3 		$1.46M Buy
16,881
+1,783
+12% +$146K 0.01% 650
2019
Q2 		$1.15M Buy
15,098
+911
+6% +$69.6K 0.01% 706
2019
Q1 		$1.07M Sell
14,187
-50,341
-78% -$3.63M 0.01% 777
2018
Q4 		$4.26M Sell
64,528
-649
-1% -$43.6K 0.03% 398
2018
Q3 		$4.32M Sell
65,177
-918
-1% -$60.7K 0.02% 459
2018
Q2 		$4.21M Buy
+66,095
New +$4.12M 0.02% 432

Other funds holding EQR

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Equity Residential (EQR) stake by 4% in Q3 2023, selling an estimated $45.2K and leaving 16,756 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

JP Morgan Private Wealth Advisors first reported a position in EQR in Q2 2018 and has held it in 22 quarters since. The position peaked at $4.32M in Q3 2018. 592 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,756 shares of Equity Residential worth $984K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 700 Equity Residential shares in Q3 2023, an estimated $45.2K.
  • Equity Residential made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #978 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Equity Residential in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Equity Residential position peaked at $4.32M in Q3 2018.
  • 592 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

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