JP Morgan Private Wealth Advisors’s Newmark Group NMRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-42,912	Closed	-$802K	–	2054
2021 Q4	$802K	Buy	42,912 +12,905	+43%	+$206K	﹤0.01%	1348
2021 Q3	$429K	Buy	+30,007	New	+$387K	﹤0.01%	1561
2020 Q2	–	Sell	-37,692	Closed	-$160K	–	1583
2020 Q1	$160K	Sell	37,692 -9,140	-20%	-$89.6K	﹤0.01%	1325
2019 Q4	$630K	Buy	46,832 +9,391	+25%	+$110K	﹤0.01%	961
2019 Q3	$339K	Buy	37,441 +21,424	+134%	+$199K	﹤0.01%	1140
2019 Q2	$144K	Sell	16,017 -2,272	-12%	-$19.1K	﹤0.01%	1319
2019 Q1	$153K	Sell	18,289 -21,499	-54%	-$204K	﹤0.01%	1393
2018 Q4	$319K	Buy	39,788 +14,731	+59%	+$139K	﹤0.01%	1144
2018 Q3	$280K	Buy	25,057 +3,488	+16%	+$45.4K	﹤0.01%	1335
2018 Q2	$307K	Buy	21,569 +7,569	+54%	+$111K	﹤0.01%	1199
2018 Q1	$213K	Buy	+14,000	New	+$217K	﹤0.01%	1170

Other funds holding NMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Newmark Group (NMRK) in Q1 2022, closing a stake of 42,912 shares — an estimated $802K sold.

JP Morgan Private Wealth Advisors first reported a position in NMRK in Q1 2018 and held it in 11 quarters. The position peaked at $802K in Q4 2021. 232 funds tracked by Wall St. Rank hold NMRK as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Newmark Group position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 42,912 Newmark Group shares in Q1 2022, an estimated $802K.
JP Morgan Private Wealth Advisors first reported a position in Newmark Group in Q1 2018 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's Newmark Group position peaked at $802K in Q4 2021.
232 funds tracked by Wall St. Rank held Newmark Group as of Q1 2022.

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