JMPWA
PEI

JP Morgan Private Wealth Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,389
Closed -$99K – 2079
2021
Q3 		$99K Sell
3,389
-64
-2% -$1.96K ﹤0.01% 1902
2021
Q2 		$129K Hold
3,453
– – ﹤0.01% 1865
2021
Q1 		$99K Sell
3,453
-34
-1% -$1.01K ﹤0.01% 1725
2020
Q4 		$52K Sell
3,487
-2,727
-44% -$30.8K ﹤0.01% 1690
2020
Q3 		$52K Sell
6,214
-1,633
-21% -$25.6K ﹤0.01% 1574
2020
Q2 		$160K Sell
7,847
-244
-3% -$4.4K ﹤0.01% 1482
2020
Q1 		$111K Buy
8,091
+716
+10% +$34.7K ﹤0.01% 1357
2019
Q4 		$590K Sell
7,375
-365
-5% -$30.4K ﹤0.01% 986
2019
Q3 		$664K Buy
7,740
+660
+9% +$55.9K ﹤0.01% 913
2019
Q2 		$690K Buy
7,080
+67
+1% +$6.51K ﹤0.01% 874
2019
Q1 		$662K Sell
7,013
-320
-4% -$31.6K ﹤0.01% 925
2018
Q4 		$653K Sell
7,333
-1,043
-12% -$130K ﹤0.01% 875
2018
Q3 		$1.19M Buy
8,376
+5,327
+175% +$828K 0.01% 775
2018
Q2 		$503K Buy
+3,049
New +$475K ﹤0.01% 1006

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PEI Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2021, closing a stake of 3,389 shares — an estimated $99K sold.

JP Morgan Private Wealth Advisors first reported a position in PEI in Q2 2018 and held it in 14 quarters. The position peaked at $1.19M in Q3 2018. 74 funds tracked by Wall St. Rank hold PEI as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,389 Pennsylvania Real Estate Investment Trust shares in Q4 2021, an estimated $99K.
  • JP Morgan Private Wealth Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Pennsylvania Real Estate Investment Trust position peaked at $1.19M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.