JMPWA
GTY

JP Morgan Private Wealth Advisors’s Getty Realty Corp GTY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$469K Sell
16,902
-1,077
-6% -$33.5K ﹤0.01% 1274
2023
Q2 		$608K Sell
17,979
-8,438
-32% -$287K ﹤0.01% 956
2023
Q1 		$952K Buy
26,417
+8,469
+47% +$297K ﹤0.01% 1182
2022
Q4 		$608K Buy
+17,948
New +$566K ﹤0.01% 1391

Other funds holding GTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Getty Realty Corp (GTY) stake by 6% in Q3 2023, selling an estimated $33.5K and leaving 16,902 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

JP Morgan Private Wealth Advisors first reported a position in GTY in Q4 2022 and has held it in 4 quarters since. The position peaked at $952K in Q1 2023. 222 funds tracked by Wall St. Rank hold GTY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,902 shares of Getty Realty Corp worth $469K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,077 Getty Realty Corp shares in Q3 2023, an estimated $33.5K.
  • Getty Realty Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1274 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Getty Realty Corp in Q4 2022 and has held it in 4 quarters since.
  • JP Morgan Private Wealth Advisors's Getty Realty Corp position peaked at $952K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Getty Realty Corp as of Q3 2023.

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