JMPWA
INN

JP Morgan Private Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$81.9K Sell
14,120
-20,309
-59% -$121K ﹤0.01% 1694
2023
Q2 		$224K Sell
34,429
-1,851
-5% -$12.2K ﹤0.01% 1351
2023
Q1 		$254K Sell
36,280
-1,320
-4% -$10K ﹤0.01% 1743
2022
Q4 		$271K Sell
37,600
-98,409
-72% -$771K ﹤0.01% 1692
2022
Q3 		$914K Buy
136,009
+2,775
+2% +$21.7K ﹤0.01% 1180
2022
Q2 		$969K Buy
133,234
+5,008
+4% +$44K ﹤0.01% 1159
2022
Q1 		$1.28M Buy
128,226
+6,680
+5% +$65.6K ﹤0.01% 1094
2021
Q4 		$1.19M Sell
121,546
-25,302
-17% -$245K ﹤0.01% 1156
2021
Q3 		$1.41M Buy
146,848
+3,507
+2% +$32.1K ﹤0.01% 1047
2021
Q2 		$1.34M Buy
143,341
+30,706
+27% +$304K ﹤0.01% 1053
2021
Q1 		$1.14M Buy
112,635
+589
+0.5% +$5.69K ﹤0.01% 979
2020
Q4 		$1.01M Buy
112,046
+2,096
+2% +$15.5K ﹤0.01% 1005
2020
Q3 		$570K Sell
109,950
-2,283
-2% -$12.9K ﹤0.01% 1100
2020
Q2 		$666K Buy
112,233
+67,681
+152% +$382K ﹤0.01% 966
2020
Q1 		$188K Buy
44,552
+27,401
+160% +$258K ﹤0.01% 1305
2019
Q4 		$212K Sell
17,151
-3,073
-15% -$36.9K ﹤0.01% 1377
2019
Q3 		$235K Buy
+20,224
New +$231K ﹤0.01% 1284
2019
Q1 		– Sell
-12,595
Closed -$123K – 1487
2018
Q4 		$123K Buy
12,595
+641
+5% +$7.27K ﹤0.01% 1381
2018
Q3 		$162K Buy
+11,954
New +$165K ﹤0.01% 1499

Other funds holding INN

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Summit Hotel Properties (INN) stake by 59% in Q3 2023, selling an estimated $121K and leaving 14,120 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

JP Morgan Private Wealth Advisors first reported a position in INN in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.41M in Q3 2021. 206 funds tracked by Wall St. Rank hold INN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,120 shares of Summit Hotel Properties worth $81.9K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 20,309 Summit Hotel Properties shares in Q3 2023, an estimated $121K.
  • Summit Hotel Properties made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1694 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Summit Hotel Properties in Q3 2018 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Summit Hotel Properties position peaked at $1.41M in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2023.

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