JMPWA
SVC

JP Morgan Private Wealth Advisors’s Service Properties Trust SVC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,180
Closed -$79.5K – 2002
2022
Q4 		$79.5K Hold
2,180
– – ﹤0.01% 1891
2022
Q3 		$57K Hold
2,180
– – ﹤0.01% 1892
2022
Q2 		$57K Buy
2,180
+135
+7% +$4.66K ﹤0.01% 1893
2022
Q1 		$90K Buy
2,045
+25
+1% +$1.09K ﹤0.01% 1953
2021
Q4 		$89K Buy
+2,020
New +$103K ﹤0.01% 1946
2020
Q2 		– Sell
-5,836
Closed -$158K – 1595
2020
Q1 		$158K Buy
5,836
+1,076
+23% +$96.5K ﹤0.01% 1327
2019
Q4 		$579K Sell
4,760
-1,669
-26% -$203K ﹤0.01% 991
2019
Q3 		$829K Sell
6,429
-1,228
-16% -$152K ﹤0.01% 825
2019
Q2 		$957K Sell
7,657
-549
-7% -$70.4K 0.01% 768
2019
Q1 		$1.08M Buy
8,206
+1,263
+18% +$167K 0.01% 771
2018
Q4 		$829K Sell
6,943
-2,511
-27% -$328K 0.01% 816
2018
Q3 		$1.36M Sell
9,454
-272
-3% -$39K 0.01% 729
2018
Q2 		$1.39M Buy
+9,726
New +$1.31M 0.01% 680

Other funds holding SVC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SVC Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Service Properties Trust (SVC) in Q1 2023, closing a stake of 2,180 shares — an estimated $79.5K sold.

JP Morgan Private Wealth Advisors first reported a position in SVC in Q2 2018 and held it in 13 quarters. The position peaked at $1.39M in Q2 2018. 250 funds tracked by Wall St. Rank hold SVC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Service Properties Trust position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,180 Service Properties Trust shares in Q1 2023, an estimated $79.5K.
  • JP Morgan Private Wealth Advisors first reported a position in Service Properties Trust in Q2 2018 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Service Properties Trust position peaked at $1.39M in Q2 2018.
  • 250 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.