JP Morgan Private Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.49M	Sell	11,544 -1,198	-9%	-$173K	﹤0.01%	840
2023 Q2	$1.94M	Sell	12,742 -1,937	-13%	-$291K	0.01%	574
2023 Q1	$2.22M	Buy	14,679 +189	+1%	+$30K	﹤0.01%	844
2022 Q4	$2.27M	Buy	14,490 +4,269	+42%	+$665K	0.01%	800
2022 Q3	$1.58M	Buy	10,221 +2,578	+34%	+$444K	﹤0.01%	929
2022 Q2	$1.33M	Buy	7,643 +2,342	+44%	+$435K	﹤0.01%	997
2022 Q1	$1.11M	Buy	5,301 +389	+8%	+$81.5K	﹤0.01%	1171
2021 Q4	$1.13M	Buy	4,912 +247	+5%	+$51.1K	﹤0.01%	1183
2021 Q3	$871K	Buy	4,665 +51	+1%	+$9.57K	﹤0.01%	1277
2021 Q2	$777K	Sell	4,614 -2,997	-39%	-$477K	﹤0.01%	1307
2021 Q1	$1.1M	Buy	7,611 +4,004	+111%	+$545K	﹤0.01%	997
2020 Q4	$457K	Sell	3,607 -6,036	-63%	-$745K	﹤0.01%	1323
2020 Q3	$1.12M	Buy	9,643 +361	+4%	+$41.6K	﹤0.01%	848
2020 Q2	$1.06M	Buy	9,282 +6,324	+214%	+$712K	﹤0.01%	785
2020 Q1	$305K	Buy	2,958 +962	+48%	+$125K	﹤0.01%	1132
2019 Q4	$263K	Buy	+1,996	New	+$267K	﹤0.01%	1290

Other funds holding MAA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Mid-America Apartment Communities (MAA) stake by 9.4% in Q3 2023, selling an estimated $173K and leaving 11,544 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #840.

JP Morgan Private Wealth Advisors first reported a position in MAA in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.27M in Q4 2022. 632 funds tracked by Wall St. Rank hold MAA as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,544 shares of Mid-America Apartment Communities worth $1.49M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,198 Mid-America Apartment Communities shares in Q3 2023, an estimated $173K.
Mid-America Apartment Communities made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #840 holding.
JP Morgan Private Wealth Advisors first reported a position in Mid-America Apartment Communities in Q4 2019 and has held it in 16 quarters since.
JP Morgan Private Wealth Advisors's Mid-America Apartment Communities position peaked at $2.27M in Q4 2022.
632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2023.

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