JP Morgan Private Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.63M	Sell	55,194 -3,620	-6%	-$186K	0.01%	660
2023 Q2	$3.1M	Sell	58,814 -3,828	-6%	-$200K	0.02%	443
2023 Q1	$3.33M	Buy	62,642 +34,557	+123%	+$1.8M	0.01%	709
2022 Q4	$1.36M	Sell	28,085 -25,184	-47%	-$1.2M	﹤0.01%	1007
2022 Q3	$2.39M	Sell	53,269 -305	-0.6%	-$15.4K	0.01%	781
2022 Q2	$2.54M	Sell	53,574 -464	-0.9%	-$25.4K	0.01%	766
2022 Q1	$3.35M	Buy	54,038 +1,183	+2%	+$70.8K	0.01%	728
2021 Q4	$3.5M	Buy	52,855 +96	+0.2%	+$5.78K	0.01%	717
2021 Q3	$2.75M	Sell	52,759 -2,816	-5%	-$153K	0.01%	769
2021 Q2	$2.9M	Sell	55,575 -2,450	-4%	-$123K	0.01%	739
2021 Q1	$2.66M	Sell	58,025 -1,325	-2%	-$57.2K	0.01%	670
2020 Q4	$2.5M	Sell	59,350 -11,902	-17%	-$498K	0.01%	657
2020 Q3	$2.84M	Sell	71,252 -16,600	-19%	-$685K	0.01%	557
2020 Q2	$3.38M	Sell	87,852 -6,015	-6%	-$220K	0.02%	455
2020 Q1	$3.12M	Buy	93,867 +248	+0.3%	+$9.84K	0.02%	443
2019 Q4	$3.89M	Sell	93,619 -670	-0.7%	-$27.6K	0.02%	475
2019 Q3	$3.73M	Sell	94,289 -24	-0%	-$920	0.02%	468
2019 Q2	$3.46M	Sell	94,313 -2,041	-2%	-$72.5K	0.02%	470
2019 Q1	$3.41M	Buy	96,354 +290	+0.3%	+$9.55K	0.02%	494
2018 Q4	$2.77M	Buy	96,064 +48,673	+103%	+$1.51M	0.02%	500
2018 Q3	$1.49M	Sell	47,391 -3	-0%	-$97	0.01%	694
2018 Q2	$1.58M	Buy	+47,394	New	+$1.49M	0.01%	650

Other funds holding FR

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its First Industrial Realty Trust (FR) stake by 6.2% in Q3 2023, selling an estimated $186K and leaving 55,194 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #660.

JP Morgan Private Wealth Advisors first reported a position in FR in Q2 2018 and has held it in 22 quarters since. The position peaked at $3.89M in Q4 2019. 375 funds tracked by Wall St. Rank hold FR as of Q3 2023.

JP Morgan Private Wealth Advisors held 55,194 shares of First Industrial Realty Trust worth $2.63M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,620 First Industrial Realty Trust shares in Q3 2023, an estimated $186K.
First Industrial Realty Trust made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #660 holding.
JP Morgan Private Wealth Advisors first reported a position in First Industrial Realty Trust in Q2 2018 and has held it in 22 quarters since.
JP Morgan Private Wealth Advisors's First Industrial Realty Trust position peaked at $3.89M in Q4 2019.
375 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2023.

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