JMPWA
JBGS

JP Morgan Private Wealth Advisors’s JBG SMITH JBGS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,301
Closed -$486K – 1920
2021
Q1 		$486K Buy
+15,301
New +$485K ﹤0.01% 1322

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JBGS Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of JBG SMITH (JBGS) in Q2 2021, closing a stake of 15,301 shares — an estimated $486K sold.

JP Morgan Private Wealth Advisors first reported a position in JBGS in Q1 2021 and held it in 1 quarter. The position peaked at $486K in Q1 2021. 243 funds tracked by Wall St. Rank hold JBGS as of Q2 2021.

  • JP Morgan Private Wealth Advisors reported no remaining JBG SMITH position as of Q2 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,301 JBG SMITH shares in Q2 2021, an estimated $486K.
  • JP Morgan Private Wealth Advisors first reported a position in JBG SMITH in Q1 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's JBG SMITH position peaked at $486K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.