JP Morgan Private Wealth Advisors’s Public Storage PSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.18M	Buy	+27,237	New	+$7.63M	0.02%	431
2023 Q2	–	Sell	-48,192	Closed	-$14.6M	–	1810
2023 Q1	$14.6M	Sell	48,192 -1,804	-4%	-$530K	0.03%	360
2022 Q4	$14M	Sell	49,996 -2,143	-4%	-$625K	0.03%	361
2022 Q3	$15.3M	Sell	52,139 -647	-1%	-$210K	0.04%	322
2022 Q2	$16.5M	Buy	52,786 +218	+0.4%	+$75.5K	0.04%	313
2022 Q1	$20.5M	Buy	52,568 +1,208	+2%	+$438K	0.04%	316
2021 Q4	$19.2M	Buy	51,360 +3,095	+6%	+$1.03M	0.04%	324
2021 Q3	$14.3M	Buy	48,265 +421	+0.9%	+$132K	0.04%	366
2021 Q2	$14.4M	Sell	47,844 -1,129	-2%	-$317K	0.04%	365
2021 Q1	$12.1M	Buy	48,973 +2,345	+5%	+$546K	0.04%	347
2020 Q4	$10.8M	Sell	46,628 -4,266	-8%	-$978K	0.03%	348
2020 Q3	$11.3M	Buy	50,894 +1,039	+2%	+$212K	0.04%	306
2020 Q2	$9.57M	Buy	49,855 +81	+0.2%	+$15.6K	0.04%	294
2020 Q1	$9.89M	Sell	49,774 -5,554	-10%	-$1.19M	0.06%	263
2019 Q4	$11.8M	Buy	55,328 +5,466	+11%	+$1.21M	0.05%	288
2019 Q3	$12.2M	Buy	49,862 +7,572	+18%	+$1.9M	0.06%	256
2019 Q2	$10.1M	Sell	42,290 -3,210	-7%	-$736K	0.06%	279
2019 Q1	$9.91M	Sell	45,500 -629	-1%	-$132K	0.05%	288
2018 Q4	$9.34M	Sell	46,129 -1,526	-3%	-$311K	0.06%	267
2018 Q3	$9.61M	Sell	47,655 -928	-2%	-$200K	0.05%	307
2018 Q2	$11M	Buy	48,583 +45,076	+1,285%	+$9.39M	0.06%	257
2018 Q1	$702K	Buy	3,507 +35	+1%	+$6.82K	﹤0.01%	762
2017 Q4	$726K	Sell	3,472 -200	-5%	-$42.3K	﹤0.01%	747
2017 Q3	$785K	Buy	+3,672	New	+$759K	0.01%	697
2017 Q2	–	Sell	-2,321	Closed	-$508K	–	1332
2017 Q1	$508K	Sell	2,321 -1,653	-42%	-$366K	﹤0.01%	846
2016 Q4	$888K	Buy	3,974 +912	+30%	+$194K	0.01%	624
2016 Q3	$683K	Buy	+3,062	New	+$715K	0.01%	686
2016 Q2	–	Sell	-743	Closed	-$205K	–	1306
2016 Q1	$205K	Buy	+743	New	+$187K	﹤0.01%	1073

Other funds holding PSA

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors opened a new position in Public Storage (PSA) in Q3 2023: 27,237 shares worth $7.18M. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in PSA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in PSA in Q1 2016 and has held it in 28 quarters since. The position peaked at $20.5M in Q1 2022. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

JP Morgan Private Wealth Advisors held 27,237 shares of Public Storage worth $7.18M as of Q3 2023.
Public Storage was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Public Storage made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #431 holding.
JP Morgan Private Wealth Advisors first reported a position in Public Storage in Q1 2016 and has held it in 28 quarters since.
JP Morgan Private Wealth Advisors's Public Storage position peaked at $20.5M in Q1 2022.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

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