JMPWA
LTC

JP Morgan Private Wealth Advisors’s LTC Properties LTC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,486
Closed -$324K – 2050
2021
Q4 		$324K Buy
9,486
+86
+0.9% +$2.87K ﹤0.01% 1722
2021
Q3 		$298K Sell
9,400
-286
-3% -$10.2K ﹤0.01% 1698
2021
Q2 		$372K Buy
9,686
+601
+7% +$24.5K ﹤0.01% 1601
2021
Q1 		$379K Sell
9,085
-632
-7% -$26K ﹤0.01% 1429
2020
Q4 		$378K Buy
9,717
+248
+3% +$9.11K ﹤0.01% 1401
2020
Q3 		$330K Sell
9,469
-805
-8% -$29.7K ﹤0.01% 1323
2020
Q2 		$387K Sell
10,274
-998
-9% -$35.5K ﹤0.01% 1212
2020
Q1 		$348K Buy
11,272
+392
+4% +$16.7K ﹤0.01% 1076
2019
Q4 		$487K Sell
10,880
-346
-3% -$16.6K ﹤0.01% 1064
2019
Q3 		$575K Buy
11,226
+362
+3% +$17.5K ﹤0.01% 956
2019
Q2 		$496K Sell
10,864
-1,074
-9% -$48.7K ﹤0.01% 990
2019
Q1 		$547K Sell
11,938
-20
-0.2% -$899 ﹤0.01% 995
2018
Q4 		$498K Sell
11,958
-309
-3% -$13.5K ﹤0.01% 967
2018
Q3 		$541K Sell
12,267
-2,671
-18% -$117K ﹤0.01% 1040
2018
Q2 		$638K Buy
+14,938
New +$586K ﹤0.01% 922

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LTC Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of LTC Properties (LTC) in Q1 2022, closing a stake of 9,486 shares — an estimated $324K sold.

JP Morgan Private Wealth Advisors first reported a position in LTC in Q2 2018 and held it in 15 quarters. The position peaked at $638K in Q2 2018. 216 funds tracked by Wall St. Rank hold LTC as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining LTC Properties position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,486 LTC Properties shares in Q1 2022, an estimated $324K.
  • JP Morgan Private Wealth Advisors first reported a position in LTC Properties in Q2 2018 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's LTC Properties position peaked at $638K in Q2 2018.
  • 216 funds tracked by Wall St. Rank held LTC Properties as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.