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JP Morgan Private Wealth Advisors’s W.P. Carey WPC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.17M Sell
41,017
-5,567
-12% -$357K 0.01% 710
2023
Q2 		$3.08M Sell
46,584
-55,328
-54% -$3.85M 0.02% 445
2023
Q1 		$7.73M Buy
101,912
+14,464
+17% +$1.15M 0.02% 488
2022
Q4 		$6.69M Sell
87,448
-9,704
-10% -$729K 0.01% 513
2022
Q3 		$6.64M Buy
97,152
+7,059
+8% +$578K 0.02% 485
2022
Q2 		$7.31M Buy
90,093
+25,327
+39% +$2.04M 0.02% 483
2022
Q1 		$5.13M Buy
64,766
+22,670
+54% +$1.74M 0.01% 605
2021
Q4 		$3.38M Buy
42,096
+6,202
+17% +$475K 0.01% 728
2021
Q3 		$2.57M Buy
35,894
+4,971
+16% +$378K 0.01% 797
2021
Q2 		$2.26M Buy
30,923
+8,727
+39% +$639K 0.01% 824
2021
Q1 		$1.54M Buy
22,196
+1,240
+6% +$83.1K 0.01% 866
2020
Q4 		$1.45M Sell
20,956
-3,998
-16% -$267K ﹤0.01% 861
2020
Q3 		$1.59M Buy
24,954
+3,181
+15% +$214K 0.01% 717
2020
Q2 		$1.44M Buy
21,773
+4,865
+29% +$302K 0.01% 683
2020
Q1 		$962K Buy
16,908
+6,650
+65% +$504K 0.01% 725
2019
Q4 		$804K Buy
10,258
+2,178
+27% +$182K ﹤0.01% 879
2019
Q3 		$708K Buy
8,080
+1,161
+17% +$98.9K ﹤0.01% 884
2019
Q2 		$550K Sell
6,919
-3,916
-36% -$310K ﹤0.01% 948
2019
Q1 		$831K Sell
10,835
-155
-1% -$11.2K ﹤0.01% 853
2018
Q4 		$703K Sell
10,990
-19,205
-64% -$1.25M ﹤0.01% 857
2018
Q3 		$1.9M Buy
30,195
+2,935
+11% +$189K 0.01% 642
2018
Q2 		$1.77M Buy
+27,260
New +$1.73M 0.01% 631

Other funds holding WPC

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Private Wealth Advisors reduced its W.P. Carey (WPC) stake by 12% in Q3 2023, selling an estimated $357K and leaving 41,017 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #710.

JP Morgan Private Wealth Advisors first reported a position in WPC in Q2 2018 and has held it in 22 quarters since. The position peaked at $7.73M in Q1 2023. 746 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 41,017 shares of W.P. Carey worth $2.17M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,567 W.P. Carey shares in Q3 2023, an estimated $357K.
  • W.P. Carey made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #710 holding.
  • JP Morgan Private Wealth Advisors first reported a position in W.P. Carey in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's W.P. Carey position peaked at $7.73M in Q1 2023.
  • 746 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

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