JGIA
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Jackson Grant Investment Advisers’s Monolithic Power Systems MPWR Stock Holding History

Jackson Grant Investment Advisers’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-65
Closed -$32.5K – 453
2023
Q1 		$32.5K Hold
65
– – 0.02% 221
2022
Q4 		$23K Hold
65
– – 0.01% 241
2022
Q3 		$24K Hold
65
– – 0.01% 245
2022
Q2 		$25K Hold
65
– – 0.01% 248
2022
Q1 		$32K Hold
65
– – 0.01% 247
2021
Q4 		$32K Hold
65
– – 0.02% 203
2021
Q3 		$32K Hold
65
– – 0.01% 250
2021
Q2 		$24K Hold
65
– – 0.01% 277
2021
Q1 		$23K Hold
65
– – 0.01% 277
2020
Q4 		$24K Buy
+65
New +$20.8K 0.01% 242

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return