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JP Morgan Private Wealth Advisors’s Service Corp International SCI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$534K Sell
9,353
-456
-5% -$28.8K ﹤0.01% 1221
2023
Q2 		$634K Sell
9,809
-4,637
-32% -$310K ﹤0.01% 940
2023
Q1 		$994K Sell
14,446
-1,206
-8% -$83.3K ﹤0.01% 1164
2022
Q4 		$1.08M Buy
15,652
+1,869
+14% +$124K ﹤0.01% 1107
2022
Q3 		$796K Buy
13,783
+901
+7% +$59.4K ﹤0.01% 1245
2022
Q2 		$890K Sell
12,882
-326
-2% -$22.3K ﹤0.01% 1194
2022
Q1 		$869K Sell
13,208
-210
-2% -$13.2K ﹤0.01% 1281
2021
Q4 		$953K Buy
13,418
+247
+2% +$16.4K ﹤0.01% 1264
2021
Q3 		$794K Buy
13,171
+577
+5% +$35.1K ﹤0.01% 1312
2021
Q2 		$675K Buy
12,594
+1,928
+18% +$102K ﹤0.01% 1369
2021
Q1 		$544K Sell
10,666
-1,099
-9% -$55K ﹤0.01% 1280
2020
Q4 		$578K Buy
11,765
+285
+2% +$13.5K ﹤0.01% 1234
2020
Q3 		$484K Sell
11,480
-8,385
-42% -$358K ﹤0.01% 1170
2020
Q2 		$773K Buy
19,865
+846
+4% +$32.5K ﹤0.01% 903
2020
Q1 		$744K Sell
19,019
-534
-3% -$24.8K ﹤0.01% 805
2019
Q4 		$900K Buy
19,553
+952
+5% +$42.9K ﹤0.01% 834
2019
Q3 		$889K Buy
18,601
+1,172
+7% +$55K ﹤0.01% 801
2019
Q2 		$815K Sell
17,429
-1,359
-7% -$58.7K ﹤0.01% 813
2019
Q1 		$754K Buy
18,788
+550
+3% +$23K ﹤0.01% 875
2018
Q4 		$734K Sell
18,238
-5,138
-22% -$223K ﹤0.01% 851
2018
Q3 		$1.03M Buy
23,376
+205
+0.9% +$8.28K 0.01% 819
2018
Q2 		$829K Sell
23,171
-915
-4% -$33.9K ﹤0.01% 831
2018
Q1 		$909K Sell
24,086
-580
-2% -$22.3K 0.01% 670
2017
Q4 		$921K Sell
24,666
-9,696
-28% -$347K 0.01% 679
2017
Q3 		$1.19M Buy
34,362
+466
+1% +$16.2K 0.01% 586
2017
Q2 		$1.13M Buy
33,896
+8,185
+32% +$261K 0.01% 587
2017
Q1 		$794K Buy
25,711
+818
+3% +$24.6K 0.01% 702
2016
Q4 		$707K Buy
24,893
+1,163
+5% +$31K 0.01% 700
2016
Q3 		$630K Buy
23,730
+1,210
+5% +$32.8K 0.01% 713
2016
Q2 		$609K Sell
22,520
-215
-0.9% -$5.67K 0.01% 720
2016
Q1 		$561K Buy
+22,735
New +$538K 0.01% 712

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Service Corp International (SCI) stake by 4.6% in Q3 2023, selling an estimated $28.8K and leaving 9,353 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

JP Morgan Private Wealth Advisors first reported a position in SCI in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.19M in Q3 2017. 462 funds tracked by Wall St. Rank hold SCI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,353 shares of Service Corp International worth $534K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 456 Service Corp International shares in Q3 2023, an estimated $28.8K.
  • Service Corp International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1221 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Service Corp International in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Service Corp International position peaked at $1.19M in Q3 2017.
  • 462 funds tracked by Wall St. Rank held Service Corp International as of Q3 2023.

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