JMPWA
NSA

JP Morgan Private Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$337K Sell
10,623
-5,246
-33% -$178K ﹤0.01% 1415
2023
Q2 		$553K Buy
15,869
+5,201
+49% +$196K ﹤0.01% 988
2023
Q1 		$446K Buy
10,668
+3,382
+46% +$137K ﹤0.01% 1525
2022
Q4 		$263K Sell
7,286
-219
-3% -$8.56K ﹤0.01% 1704
2022
Q3 		$312K Buy
+7,505
New +$383K ﹤0.01% 1638

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its National Storage Affiliates Trust (NSA) stake by 33% in Q3 2023, selling an estimated $178K and leaving 10,623 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

JP Morgan Private Wealth Advisors first reported a position in NSA in Q3 2022 and has held it in 5 quarters since. The position peaked at $553K in Q2 2023. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,623 shares of National Storage Affiliates Trust worth $337K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,246 National Storage Affiliates Trust shares in Q3 2023, an estimated $178K.
  • National Storage Affiliates Trust made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1415 holding.
  • JP Morgan Private Wealth Advisors first reported a position in National Storage Affiliates Trust in Q3 2022 and has held it in 5 quarters since.
  • JP Morgan Private Wealth Advisors's National Storage Affiliates Trust position peaked at $553K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

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