JP Morgan Private Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$924K	Sell	35,410 -398	-1%	-$10.5K	﹤0.01%	1004
2023 Q2	$733K	Sell	35,808 -272	-0.8%	-$6.28K	﹤0.01%	879
2023 Q1	$986K	Buy	36,080 +3,500	+11%	+$117K	﹤0.01%	1169
2022 Q4	$1.12M	Buy	32,580 +812	+3%	+$30.3K	﹤0.01%	1092
2022 Q3	$1.27M	Buy	31,768 +4,464	+16%	+$188K	﹤0.01%	1028
2022 Q2	$1.08M	Sell	27,304 -936	-3%	-$38.1K	﹤0.01%	1112
2022 Q1	$1.34M	Buy	28,240 +4,252	+18%	+$186K	﹤0.01%	1074
2021 Q4	$1.02M	Buy	23,988 +4,268	+22%	+$174K	﹤0.01%	1234
2021 Q3	$767K	Buy	19,720 +400	+2%	+$14.3K	﹤0.01%	1326
2021 Q2	$657K	Buy	+19,320	New	+$639K	﹤0.01%	1380

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its ServisFirst Bancshares (SFBS) stake by 1.1% in Q3 2023, selling an estimated $10.5K and leaving 35,410 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

JP Morgan Private Wealth Advisors first reported a position in SFBS in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.34M in Q1 2022. 240 funds tracked by Wall St. Rank hold SFBS as of Q3 2023.

JP Morgan Private Wealth Advisors held 35,410 shares of ServisFirst Bancshares worth $924K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 398 ServisFirst Bancshares shares in Q3 2023, an estimated $10.5K.
ServisFirst Bancshares made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1004 holding.
JP Morgan Private Wealth Advisors first reported a position in ServisFirst Bancshares in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's ServisFirst Bancshares position peaked at $1.34M in Q1 2022.
240 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2023.

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