JP Morgan Private Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.37M | Buy |
57,917
+11,036
| +24% | +$465K | 0.01% | 685 |
|
|
2023
Q2 | $1.86M | Sell |
46,881
-17,429
| -27% | -$680K | 0.01% | 584 |
|
|
2023
Q1 | $2.53M | Sell |
64,310
-19,594
| -23% | -$824K | 0.01% | 788 |
|
|
2022
Q4 | $3.26M | Sell |
83,904
-612,168
| -88% | -$24.2M | 0.01% | 695 |
|
|
2022
Q3 | $24.1M | Sell |
696,072
-9,026
| -1% | -$355K | 0.06% | 262 |
|
|
2022
Q2 | $26.3M | Sell |
705,098
-191,640
| -21% | -$7.96M | 0.07% | 250 |
|
|
2022
Q1 | $40.6M | Buy |
896,738
+83,262
| +10% | +$4M | 0.09% | 217 |
|
|
2021
Q4 | $38.2M | Buy |
813,476
+77,582
| +11% | +$3.77M | 0.08% | 220 |
|
|
2021
Q3 | $33.3M | Buy |
735,894
+284,868
| +63% | +$12.7M | 0.08% | 234 |
|
|
2021
Q2 | $19.5M | Buy |
451,026
+413,848
| +1,113% | +$18.6M | 0.05% | 308 |
|
|
2021
Q1 | $1.59M | Buy |
37,178
+3,909
| +12% | +$152K | 0.01% | 851 |
|
|
2020
Q4 | $1.12M | Buy |
33,269
+882
| +3% | +$26.2K | ﹤0.01% | 961 |
|
|
2020
Q3 | $728K | Buy |
32,387
+3,092
| +11% | +$69K | ﹤0.01% | 1012 |
|
|
2020
Q2 | $618K | Sell |
29,295
-1,591
| -5% | -$32K | ﹤0.01% | 992 |
|
|
2020
Q1 | $567K | Sell |
30,886
-4,781
| -13% | -$120K | ﹤0.01% | 891 |
|
|
2019
Q4 | $961K | Buy |
35,667
+2,320
| +7% | +$60.6K | ﹤0.01% | 808 |
|
|
2019
Q3 | $850K | Buy |
33,347
+6,518
| +24% | +$164K | ﹤0.01% | 815 |
|
|
2019
Q2 | $704K | Buy |
26,829
+261
| +1% | +$6.64K | ﹤0.01% | 868 |
|
|
2019
Q1 | $623K | Buy |
+26,568
| New | +$602K | ﹤0.01% | 947 |
|
|
2018
Q4 | – | Sell |
-9,929
| Closed | -$226K | – | 1567 |
|
|
2018
Q3 | $226K | Buy |
9,929
+450
| +5% | +$10.8K | ﹤0.01% | 1426 |
|
|
2018
Q2 | $220K | Buy |
+9,479
| New | +$247K | ﹤0.01% | 1327 |
|
|
2016
Q1 | – | Sell |
-332,357
| Closed | -$6.26M | – | 1292 |
|
|
2015
Q4 | $6.26M | Sell |
332,357
-9,297
| -3% | -$181K | 0.06% | 216 |
|
|
2015
Q3 | $6.39M | Sell |
341,654
-569
| -0.2% | -$12.9K | 0.08% | 204 |
|
|
2015
Q2 | $8.78M | Sell |
342,223
-139,225
| -29% | -$3.43M | 0.1% | 198 |
|
|
2015
Q1 | $11.9M | Sell |
481,448
-698
| -0.1% | -$16.1K | 0.14% | 159 |
|
|
2014
Q4 | $10.9M | Sell |
482,146
-146
| -0% | -$3.09K | 0.13% | 170 |
|
|
2014
Q3 | $10.1M | Buy |
482,292
+456,104
| +1,742% | +$9.51M | 0.13% | 173 |
|
|
2014
Q2 | $551K | Sell |
26,188
-67
| -0.3% | -$1.38K | 0.01% | 535 |
|
|
2014
Q1 | $581K | Buy |
26,255
+15,574
| +146% | +$331K | 0.01% | 525 |
|
|
2013
Q4 | $227K | Sell |
10,681
-9,461
| -47% | -$182K | ﹤0.01% | 585 |
|
|
2013
Q3 | $369K | Buy |
20,142
+146
| +0.7% | +$2.55K | 0.01% | 478 |
|
|
2013
Q2 | $317K | Buy |
+19,996
| New | +$303K | 0.01% | 489 |
|
Other funds holding SF
JP Morgan Private Wealth Advisors's SF Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Stifel (SF) stake by 24% in Q3 2023, buying an estimated $465K and bringing the position to 57,917 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #685.
JP Morgan Private Wealth Advisors first reported a position in SF in Q2 2013 and has held it in 32 quarters since. The position peaked at $40.6M in Q1 2022. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.
- JP Morgan Private Wealth Advisors held 57,917 shares of Stifel worth $2.37M as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 11,036 Stifel shares in Q3 2023, an estimated $465K.
- Stifel made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #685 holding.
- JP Morgan Private Wealth Advisors first reported a position in Stifel in Q2 2013 and has held it in 32 quarters since.
- JP Morgan Private Wealth Advisors's Stifel position peaked at $40.6M in Q1 2022.
- 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.