JP Morgan Private Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$205K	Hold	6,115	–	–	﹤0.01%	1625
2023 Q2	$208K	Sell	6,115 -765	-11%	-$23.9K	﹤0.01%	1375
2023 Q1	$224K	Sell	6,880 -6,363	-48%	-$208K	﹤0.01%	1788
2022 Q4	$422K	Hold	13,243	–	–	﹤0.01%	1537
2022 Q3	$371K	Sell	13,243 -112	-0.8%	-$3.68K	﹤0.01%	1567
2022 Q2	$446K	Sell	13,355 -2,867	-18%	-$97.3K	﹤0.01%	1499
2022 Q1	$558K	Buy	+16,222	New	+$533K	﹤0.01%	1488

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Phillips Edison & Co (PECO) position steady in Q3 2023 at 6,115 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

JP Morgan Private Wealth Advisors first reported a position in PECO in Q1 2022 and has held it in 7 quarters since. The position peaked at $558K in Q1 2022. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,115 shares of Phillips Edison & Co worth $205K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Phillips Edison & Co share count unchanged in Q3 2023.
Phillips Edison & Co made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1625 holding.
JP Morgan Private Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Phillips Edison & Co position peaked at $558K in Q1 2022.
359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

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