JMPWA
MPT

JP Morgan Private Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$238K Sell
43,582
-14,638
-25% -$117K ﹤0.01% 1578
2023
Q2 		$539K Buy
58,220
+39,808
+216% +$337K ﹤0.01% 1004
2023
Q1 		$151K Sell
18,412
-59,553
-76% -$658K ﹤0.01% 1866
2022
Q4 		$869K Sell
77,965
-7,818
-9% -$90.9K ﹤0.01% 1208
2022
Q3 		$1.02M Buy
85,783
+11,927
+16% +$181K ﹤0.01% 1126
2022
Q2 		$1.13M Sell
73,856
-20,606
-22% -$371K ﹤0.01% 1082
2022
Q1 		$2M Buy
94,462
+34,115
+57% +$735K ﹤0.01% 895
2021
Q4 		$1.43M Buy
60,347
+11,996
+25% +$257K ﹤0.01% 1071
2021
Q3 		$970K Sell
48,351
-8,095
-14% -$166K ﹤0.01% 1223
2021
Q2 		$1.14M Buy
56,446
+2,908
+5% +$62.2K ﹤0.01% 1136
2021
Q1 		$1.14M Buy
53,538
+12,015
+29% +$258K ﹤0.01% 981
2020
Q4 		$905K Sell
41,523
-19,028
-31% -$371K ﹤0.01% 1037
2020
Q3 		$1.07M Sell
60,551
-2,458
-4% -$45.7K ﹤0.01% 865
2020
Q2 		$1.19M Buy
63,009
+37,898
+151% +$671K 0.01% 751
2020
Q1 		$434K Buy
25,111
+1,050
+4% +$22K ﹤0.01% 988
2019
Q4 		$508K Sell
24,061
-51,934
-68% -$1.05M ﹤0.01% 1046
2019
Q3 		$1.49M Buy
75,995
+11,889
+19% +$218K 0.01% 646
2019
Q2 		$1.12M Sell
64,106
-2,743
-4% -$49.4K 0.01% 715
2019
Q1 		$1.24M Buy
66,849
+1,305
+2% +$23.3K 0.01% 728
2018
Q4 		$1.05M Sell
65,544
-11,102
-14% -$176K 0.01% 739
2018
Q3 		$1.14M Sell
76,646
-1,225
-2% -$17.9K 0.01% 785
2018
Q2 		$1.09M Buy
+77,871
New +$1.03M 0.01% 742

Other funds holding MPT

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 25% in Q3 2023, selling an estimated $117K and leaving 43,582 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

JP Morgan Private Wealth Advisors first reported a position in MPT in Q2 2018 and has held it in 22 quarters since. The position peaked at $2M in Q1 2022. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 43,582 shares of Medical Properties Trust worth $238K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 14,638 Medical Properties Trust shares in Q3 2023, an estimated $117K.
  • Medical Properties Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1578 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Medical Properties Trust in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Medical Properties Trust position peaked at $2M in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

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