JP Morgan Private Wealth Advisors’s Four Corners Property Trust FCPT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FCPT Stock Details FCPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$730K	Sell	32,919 -438	-1%	-$11K	﹤0.01%	1095
2023 Q2	$847K	Sell	33,357 -4,204	-11%	-$109K	﹤0.01%	817
2023 Q1	$1.01M	Buy	37,561 +564	+2%	+$15.5K	﹤0.01%	1156
2022 Q4	$959K	Sell	36,997 -537	-1%	-$13.8K	﹤0.01%	1169
2022 Q3	$908K	Buy	37,534 +8,398	+29%	+$231K	﹤0.01%	1187
2022 Q2	$775K	Buy	29,136 +1,660	+6%	+$45.2K	﹤0.01%	1260
2022 Q1	$743K	Buy	27,476 +10,160	+59%	+$273K	﹤0.01%	1349
2021 Q4	$509K	Buy	17,316 +3,178	+22%	+$90.3K	﹤0.01%	1548
2021 Q3	$380K	Buy	14,138 +1,819	+15%	+$50.9K	﹤0.01%	1610
2021 Q2	$340K	Buy	+12,319	New	+$348K	﹤0.01%	1633

Other funds holding FCPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Four Corners Property Trust (FCPT) stake by 1.3% in Q3 2023, selling an estimated $11K and leaving 32,919 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

JP Morgan Private Wealth Advisors first reported a position in FCPT in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2023. 262 funds tracked by Wall St. Rank hold FCPT as of Q3 2023.

JP Morgan Private Wealth Advisors held 32,919 shares of Four Corners Property Trust worth $730K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 438 Four Corners Property Trust shares in Q3 2023, an estimated $11K.
Four Corners Property Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1095 holding.
JP Morgan Private Wealth Advisors first reported a position in Four Corners Property Trust in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Four Corners Property Trust position peaked at $1.01M in Q1 2023.
262 funds tracked by Wall St. Rank held Four Corners Property Trust as of Q3 2023.

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