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JP Morgan Private Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$1.83M Sell
3,968
-432
-10% -$221K 0.01% 769
2023
Q2 		$2.38M Sell
4,400
-145
-3% -$68.9K 0.01% 507
2023
Q1 		$2.27M Sell
4,545
-21
-0.5% -$9.65K ﹤0.01% 831
2022
Q4 		$1.61M Sell
4,566
-1,538
-25% -$553K ﹤0.01% 927
2022
Q3 		$2.22M Buy
6,104
+684
+13% +$304K 0.01% 805
2022
Q2 		$2.08M Sell
5,420
-588
-10% -$248K 0.01% 836
2022
Q1 		$2.92M Sell
6,008
-120
-2% -$52.3K 0.01% 780
2021
Q4 		$3.02M Sell
6,128
-701
-10% -$362K 0.01% 770
2021
Q3 		$3.31M Buy
6,829
+1,054
+18% +$479K 0.01% 709
2021
Q2 		$2.16M Buy
5,775
+3,006
+109% +$1.06M 0.01% 845
2021
Q1 		$978K Sell
2,769
-1,411
-34% -$514K ﹤0.01% 1050
2020
Q4 		$1.53M Buy
4,180
+2,818
+207% +$903K 0.01% 846
2020
Q3 		$381K Buy
+1,362
New +$354K ﹤0.01% 1264

Other funds holding MPWR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Monolithic Power Systems (MPWR) stake by 9.8% in Q3 2023, selling an estimated $221K and leaving 3,968 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #769.

JP Morgan Private Wealth Advisors first reported a position in MPWR in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.31M in Q3 2021. 654 funds tracked by Wall St. Rank hold MPWR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,968 shares of Monolithic Power Systems worth $1.83M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 432 Monolithic Power Systems shares in Q3 2023, an estimated $221K.
  • Monolithic Power Systems made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #769 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Monolithic Power Systems in Q3 2020 and has held it in 13 quarters since.
  • JP Morgan Private Wealth Advisors's Monolithic Power Systems position peaked at $3.31M in Q3 2021.
  • 654 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2023.

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