JMPWA
PGRE

JP Morgan Private Wealth Advisors’s Paramount Group PGRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PGRE Stock Details PGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-26,691
Closed -$193K – 1965
2022
Q2 		$193K Buy
26,691
+273
+1% +$2.47K ﹤0.01% 1829
2022
Q1 		$288K Buy
+26,418
New +$258K ﹤0.01% 1761
2021
Q2 		– Sell
-15,430
Closed -$156K – 1927
2021
Q1 		$156K Buy
+15,430
New +$145K ﹤0.01% 1709

Other funds holding PGRE

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PGRE Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Paramount Group (PGRE) in Q3 2022, closing a stake of 26,691 shares — an estimated $193K sold.

JP Morgan Private Wealth Advisors first reported a position in PGRE in Q1 2021 and held it in 3 quarters. The position peaked at $288K in Q1 2022. 170 funds tracked by Wall St. Rank hold PGRE as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Paramount Group position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 26,691 Paramount Group shares in Q3 2022, an estimated $193K.
  • JP Morgan Private Wealth Advisors first reported a position in Paramount Group in Q1 2021 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Paramount Group position peaked at $288K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Paramount Group as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.