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JP Morgan Private Wealth Advisors’s Simon Property Group SPG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$69.4M Buy
+642,625
New +$75.3M 0.2% 118
2023
Q2 		– Sell
-684,968
Closed -$76.7M – 1858
2023
Q1 		$76.7M Sell
684,968
-9,960
-1% -$1.19M 0.16% 132
2022
Q4 		$81.6M Sell
694,928
-14,062
-2% -$1.56M 0.18% 123
2022
Q3 		$63.6M Buy
708,990
+74,584
+12% +$7.63M 0.17% 137
2022
Q2 		$60.2M Buy
634,406
+104,324
+20% +$12M 0.15% 148
2022
Q1 		$69.7M Buy
530,082
+19,268
+4% +$2.75M 0.15% 149
2021
Q4 		$81.6M Buy
510,814
+52,798
+12% +$8.06M 0.18% 135
2021
Q3 		$59.5M Buy
458,016
+38,419
+9% +$5M 0.15% 159
2021
Q2 		$54.7M Buy
419,597
+95,706
+30% +$11.9M 0.14% 163
2021
Q1 		$36.8M Sell
323,891
-59,688
-16% -$6.23M 0.12% 180
2020
Q4 		$32.7M Buy
383,579
+97,612
+34% +$7.45M 0.11% 193
2020
Q3 		$18.5M Buy
285,967
+39,197
+16% +$2.57M 0.07% 225
2020
Q2 		$16.9M Buy
246,770
+50,364
+26% +$3.16M 0.08% 211
2020
Q1 		$10.8M Buy
196,406
+33,771
+21% +$4.04M 0.06% 253
2019
Q4 		$24.2M Buy
162,635
+26,306
+19% +$3.94M 0.11% 178
2019
Q3 		$21.2M Buy
136,329
+19,042
+16% +$2.96M 0.11% 176
2019
Q2 		$18.7M Sell
117,287
-6,705
-5% -$1.15M 0.1% 189
2019
Q1 		$22.6M Buy
123,992
+18,587
+18% +$3.3M 0.12% 177
2018
Q4 		$17.7M Sell
105,405
-11,698
-10% -$2.09M 0.11% 188
2018
Q3 		$20.7M Buy
117,103
+5,077
+5% +$898K 0.1% 199
2018
Q2 		$19.1M Buy
+112,026
New +$17.8M 0.11% 188
2015
Q2 		– Sell
-1,126
Closed -$220K – 1128
2015
Q1 		$220K Buy
+1,126
New +$218K ﹤0.01% 1004

Other funds holding SPG

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Simon Property Group (SPG) in Q3 2023: 642,625 shares worth $69.4M. The stake represents 0.2% of the portfolio and ranks #118 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in SPG as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in SPG in Q1 2015 and has held it in 22 quarters since. The position peaked at $81.6M in Q4 2022. 983 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 642,625 shares of Simon Property Group worth $69.4M as of Q3 2023.
  • Simon Property Group was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Simon Property Group made up 0.2% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #118 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Simon Property Group in Q1 2015 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Simon Property Group position peaked at $81.6M in Q4 2022.
  • 983 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

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