JMPWA
SFM icon

JP Morgan Private Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$286K Buy
6,685
+292
+5% +$11.4K ﹤0.01% 1502
2023
Q2 		$235K Sell
6,393
-2,184
-25% -$76.2K ﹤0.01% 1335
2023
Q1 		$300K Buy
8,577
+26
+0.3% +$841 ﹤0.01% 1677
2022
Q4 		$277K Sell
8,551
-1,125
-12% -$35K ﹤0.01% 1684
2022
Q3 		$269K Sell
9,676
-30
-0.3% -$852 ﹤0.01% 1700
2022
Q2 		$246K Sell
9,706
-318
-3% -$8.83K ﹤0.01% 1751
2022
Q1 		$321K Sell
10,024
-35,201
-78% -$1.05M ﹤0.01% 1724
2021
Q4 		$1.34M Buy
45,225
+1,304
+3% +$32.6K ﹤0.01% 1094
2021
Q3 		$1.02M Buy
43,921
+3,012
+7% +$73.3K ﹤0.01% 1200
2021
Q2 		$1.02M Buy
40,909
+417
+1% +$11.1K ﹤0.01% 1191
2021
Q1 		$1.08M Sell
40,492
-14
-0% -$318 ﹤0.01% 1007
2020
Q4 		$814K Buy
+40,506
New +$830K ﹤0.01% 1086
2019
Q4 		– Sell
-14,781
Closed -$286K – 1503
2019
Q3 		$286K Sell
14,781
-158,674
-91% -$2.91M ﹤0.01% 1214
2019
Q2 		$3.28M Buy
173,455
+48
+0% +$1K 0.02% 484
2019
Q1 		$3.73M Buy
+173,407
New +$4.07M 0.02% 472
2018
Q4 		– Sell
-7,463
Closed -$205K – 1568
2018
Q3 		$205K Buy
+7,463
New +$183K ﹤0.01% 1472
2018
Q1 		– Sell
-12,299
Closed -$299K – 1370
2017
Q4 		$299K Buy
+12,299
New +$261K ﹤0.01% 1059

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Sprouts Farmers Market (SFM) stake by 4.6% in Q3 2023, buying an estimated $11.4K and bringing the position to 6,685 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

JP Morgan Private Wealth Advisors first reported a position in SFM in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.73M in Q1 2019. 419 funds tracked by Wall St. Rank hold SFM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,685 shares of Sprouts Farmers Market worth $286K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 292 Sprouts Farmers Market shares in Q3 2023, an estimated $11.4K.
  • Sprouts Farmers Market made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1502 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sprouts Farmers Market in Q4 2017 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Sprouts Farmers Market position peaked at $3.73M in Q1 2019.
  • 419 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2023.

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