JMPWA
SAFE

JP Morgan Private Wealth Advisors’s Safehold Inc. SAFE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,306
Closed -$627K – 2076
2022
Q1 		$627K Buy
11,306
+51
+0.5% +$3.16K ﹤0.01% 1432
2021
Q4 		$899K Buy
11,255
+128
+1% +$9.45K ﹤0.01% 1297
2021
Q3 		$800K Sell
11,127
-353
-3% -$29.9K ﹤0.01% 1308
2021
Q2 		$901K Buy
11,480
+700
+6% +$50.5K ﹤0.01% 1245
2021
Q1 		$756K Sell
10,780
-472
-4% -$35.6K ﹤0.01% 1161
2020
Q4 		$816K Buy
11,252
+2,685
+31% +$183K ﹤0.01% 1085
2020
Q3 		$532K Sell
8,567
-406
-5% -$22K ﹤0.01% 1122
2020
Q2 		$516K Sell
8,973
-575
-6% -$31.5K ﹤0.01% 1077
2020
Q1 		$604K Buy
9,548
+294
+3% +$14.8K ﹤0.01% 864
2019
Q4 		$373K Buy
+9,254
New +$339K ﹤0.01% 1152

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SAFE Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Safehold Inc. (SAFE) in Q2 2022, closing a stake of 11,306 shares — an estimated $627K sold.

JP Morgan Private Wealth Advisors first reported a position in SAFE in Q4 2019 and held it in 10 quarters. The position peaked at $901K in Q2 2021. 151 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Safehold Inc. position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,306 Safehold Inc. shares in Q2 2022, an estimated $627K.
  • JP Morgan Private Wealth Advisors first reported a position in Safehold Inc. in Q4 2019 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Safehold Inc. position peaked at $901K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.