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JP Morgan Private Wealth Advisors’s NNN REIT NNN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$373K Buy
+10,568
New +$424K ﹤0.01% 1365
2023
Q2 		– Sell
-5,521
Closed -$244K – 1761
2023
Q1 		$244K Sell
5,521
-1,909
-26% -$86.9K ﹤0.01% 1756
2022
Q4 		$340K Buy
7,430
+300
+4% +$13K ﹤0.01% 1611
2022
Q3 		$284K Buy
7,130
+1,034
+17% +$46.7K ﹤0.01% 1671
2022
Q2 		$262K Sell
6,096
-280
-4% -$12.3K ﹤0.01% 1714
2022
Q1 		$287K Buy
6,376
+330
+5% +$14.5K ﹤0.01% 1766
2021
Q4 		$291K Buy
6,046
+1,119
+23% +$51.3K ﹤0.01% 1757
2021
Q3 		$213K Sell
4,927
-125
-2% -$5.88K ﹤0.01% 1834
2021
Q2 		$237K Buy
+5,052
New +$237K ﹤0.01% 1772
2021
Q1 		– Sell
-5,803
Closed -$237K – 1785
2020
Q4 		$237K Sell
5,803
-6,157
-51% -$232K ﹤0.01% 1585
2020
Q3 		$413K Buy
11,960
+366
+3% +$13.1K ﹤0.01% 1232
2020
Q2 		$411K Buy
+11,594
New +$379K ﹤0.01% 1187
2020
Q1 		– Sell
-3,736
Closed -$200K – 1502
2019
Q4 		$200K Buy
+3,736
New +$208K ﹤0.01% 1403

Other funds holding NNN

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in NNN REIT (NNN) in Q3 2023: 10,568 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in NNN as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in NNN in Q4 2019 and has held it in 13 quarters since. The position peaked at $413K in Q3 2020. 408 funds tracked by Wall St. Rank hold NNN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,568 shares of NNN REIT worth $373K as of Q3 2023.
  • NNN REIT was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • NNN REIT made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1365 holding.
  • JP Morgan Private Wealth Advisors first reported a position in NNN REIT in Q4 2019 and has held it in 13 quarters since.
  • JP Morgan Private Wealth Advisors's NNN REIT position peaked at $413K in Q3 2020.
  • 408 funds tracked by Wall St. Rank held NNN REIT as of Q3 2023.

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