JMPWA
SGMA

JP Morgan Private Wealth Advisors’s Sigmatron International SGMA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SGMA Stock Details SGMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,644
Closed -$63.9K – 1996
2022
Q4 		$63.9K Sell
16,644
-89,972
-84% -$433K ﹤0.01% 1898
2022
Q3 		$506K Buy
106,616
+89,972
+541% +$638K ﹤0.01% 1448
2022
Q2 		$118K Buy
+16,644
New +$109K ﹤0.01% 1870

Other funds holding SGMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SGMA Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Sigmatron International (SGMA) in Q1 2023, closing a stake of 16,644 shares — an estimated $63.9K sold.

JP Morgan Private Wealth Advisors first reported a position in SGMA in Q2 2022 and held it in 3 quarters. The position peaked at $506K in Q3 2022. 24 funds tracked by Wall St. Rank hold SGMA as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Sigmatron International position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,644 Sigmatron International shares in Q1 2023, an estimated $63.9K.
  • JP Morgan Private Wealth Advisors first reported a position in Sigmatron International in Q2 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Sigmatron International position peaked at $506K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held Sigmatron International as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.