JMPWA
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JP Morgan Private Wealth Advisors’s Extra Space Storage EXR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$35.5M Sell
292,219
-204,862
-41% -$27.5M 0.1% 200
2023
Q2 		$74M Sell
497,081
-17,913
-3% -$2.7M 0.38% 59
2023
Q1 		$83.9M Buy
514,994
+300,934
+141% +$47.3M 0.18% 126
2022
Q4 		$31.5M Sell
214,060
-193,323
-47% -$30.9M 0.07% 243
2022
Q3 		$70.4M Buy
407,383
+205,632
+102% +$38.9M 0.18% 127
2022
Q2 		$34.3M Buy
201,751
+7,252
+4% +$1.34M 0.09% 211
2022
Q1 		$40M Buy
194,499
+24,168
+14% +$4.81M 0.09% 220
2021
Q4 		$38.6M Buy
170,331
+2,433
+1% +$482K 0.08% 219
2021
Q3 		$28.2M Buy
167,898
+1,361
+0.8% +$241K 0.07% 257
2021
Q2 		$27.3M Buy
166,537
+4,318
+3% +$647K 0.07% 257
2021
Q1 		$21.5M Buy
162,219
+239
+0.1% +$28.9K 0.07% 253
2020
Q4 		$18.8M Sell
161,980
-3,549
-2% -$404K 0.06% 268
2020
Q3 		$17.7M Sell
165,529
-2,210
-1% -$228K 0.07% 229
2020
Q2 		$15.5M Buy
167,739
+5,453
+3% +$507K 0.07% 221
2020
Q1 		$15.5M Sell
162,286
-723
-0.4% -$75.3K 0.09% 203
2019
Q4 		$17.2M Buy
163,009
+2,664
+2% +$290K 0.08% 225
2019
Q3 		$18.7M Sell
160,345
-1,173
-0.7% -$136K 0.1% 194
2019
Q2 		$17.1M Sell
161,518
-2,881
-2% -$303K 0.09% 205
2019
Q1 		$16.8M Sell
164,399
-1,322
-0.8% -$127K 0.09% 214
2018
Q4 		$15M Buy
165,721
+623
+0.4% +$56.6K 0.09% 202
2018
Q3 		$14.3M Sell
165,098
-2,258
-1% -$210K 0.07% 241
2018
Q2 		$16.7M Buy
+167,356
New +$15.6M 0.09% 203
2017
Q3 		– Sell
-5,253
Closed -$410K – 1255
2017
Q2 		$410K Buy
5,253
+250
+5% +$19.2K ﹤0.01% 899
2017
Q1 		$371K Buy
5,003
+644
+15% +$48.6K ﹤0.01% 981
2016
Q4 		$337K Buy
4,359
+749
+21% +$55.1K ﹤0.01% 954
2016
Q3 		$287K Buy
+3,610
New +$305K ﹤0.01% 1005

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Extra Space Storage (EXR) stake by 41% in Q3 2023, selling an estimated $27.5M and leaving 292,219 shares worth $35.5M. The position accounts for 0.1% of the portfolio, ranked #200.

JP Morgan Private Wealth Advisors first reported a position in EXR in Q3 2016 and has held it in 26 quarters since. The position peaked at $83.9M in Q1 2023. 655 funds tracked by Wall St. Rank hold EXR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 292,219 shares of Extra Space Storage worth $35.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 204,862 Extra Space Storage shares in Q3 2023, an estimated $27.5M.
  • Extra Space Storage made up 0.1% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #200 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Extra Space Storage in Q3 2016 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Extra Space Storage position peaked at $83.9M in Q1 2023.
  • 655 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2023.

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