JP Morgan Private Wealth Advisors’s Farmland Partners FPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$125K	Sell	12,189 -672	-5%	-$7.66K	﹤0.01%	1674
2023 Q2	$157K	Sell	12,861 -2,474	-16%	-$27.7K	﹤0.01%	1415
2023 Q1	$164K	Sell	15,335 -3,178	-17%	-$37.2K	﹤0.01%	1860
2022 Q4	$231K	Buy	+18,513	New	+$244K	﹤0.01%	1761
2017 Q2	–	Sell	-15,500	Closed	-$173K	–	1268
2017 Q1	$173K	Hold	15,500	–	–	﹤0.01%	1259
2016 Q4	$173K	Buy	+15,500	New	+$169K	﹤0.01%	1180

Other funds holding FPI

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

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

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

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Farmland Partners (FPI) stake by 5.2% in Q3 2023, selling an estimated $7.66K and leaving 12,189 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

JP Morgan Private Wealth Advisors first reported a position in FPI in Q4 2016 and has held it in 6 quarters since. The position peaked at $231K in Q4 2022. 172 funds tracked by Wall St. Rank hold FPI as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,189 shares of Farmland Partners worth $125K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 672 Farmland Partners shares in Q3 2023, an estimated $7.66K.
Farmland Partners made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1674 holding.
JP Morgan Private Wealth Advisors first reported a position in Farmland Partners in Q4 2016 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Farmland Partners position peaked at $231K in Q4 2022.
172 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2023.

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