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JP Morgan Private Wealth Advisors’s STAG Industrial STAG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$887K Buy
25,694
+413
+2% +$15K ﹤0.01% 1018
2023
Q2 		$907K Sell
25,281
-1,516
-6% -$52.4K ﹤0.01% 792
2023
Q1 		$906K Buy
26,797
+622
+2% +$21.2K ﹤0.01% 1201
2022
Q4 		$846K Sell
26,175
-1,457
-5% -$45.6K ﹤0.01% 1227
2022
Q3 		$786K Buy
27,632
+3,338
+14% +$105K ﹤0.01% 1252
2022
Q2 		$750K Sell
24,294
-2,889
-11% -$102K ﹤0.01% 1278
2022
Q1 		$1.12M Buy
27,183
+1,575
+6% +$65K ﹤0.01% 1167
2021
Q4 		$1.23M Buy
25,608
+111
+0.4% +$4.84K ﹤0.01% 1139
2021
Q3 		$1M Buy
25,497
+485
+2% +$19.8K ﹤0.01% 1212
2021
Q2 		$936K Buy
25,012
+4,121
+20% +$150K ﹤0.01% 1229
2021
Q1 		$702K Sell
20,891
-511
-2% -$16.3K ﹤0.01% 1192
2020
Q4 		$670K Buy
21,402
+2,652
+14% +$82.9K ﹤0.01% 1172
2020
Q3 		$572K Buy
18,750
+2,571
+16% +$81.1K ﹤0.01% 1098
2020
Q2 		$474K Buy
16,179
+5,497
+51% +$145K ﹤0.01% 1128
2020
Q1 		$241K Buy
+10,682
New +$311K ﹤0.01% 1220
2018
Q4 		– Sell
-29,741
Closed -$818K – 1576
2018
Q3 		$818K Buy
29,741
+16,463
+124% +$459K ﹤0.01% 896
2018
Q2 		$362K Buy
+13,278
New +$339K ﹤0.01% 1136

Other funds holding STAG

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its STAG Industrial (STAG) stake by 1.6% in Q3 2023, buying an estimated $15K and bringing the position to 25,694 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

JP Morgan Private Wealth Advisors first reported a position in STAG in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.23M in Q4 2021. 491 funds tracked by Wall St. Rank hold STAG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 25,694 shares of STAG Industrial worth $887K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 413 STAG Industrial shares in Q3 2023, an estimated $15K.
  • STAG Industrial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1018 holding.
  • JP Morgan Private Wealth Advisors first reported a position in STAG Industrial in Q2 2018 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's STAG Industrial position peaked at $1.23M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2023.

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