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JP Morgan Private Wealth Advisors’s Silicom SILC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SILC Stock Details SILC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,623
Closed -$244K – 1782
2023
Q2 		$244K Sell
6,623
-12,926
-66% -$458K ﹤0.01% 1321
2023
Q1 		$733K Sell
19,549
-687
-3% -$27.9K ﹤0.01% 1315
2022
Q4 		$853K Sell
20,236
-460
-2% -$18.9K ﹤0.01% 1224
2022
Q3 		$731K Sell
20,696
-1,315
-6% -$50.6K ﹤0.01% 1293
2022
Q2 		$741K Buy
22,011
+1,189
+6% +$42.4K ﹤0.01% 1286
2022
Q1 		$820K Sell
20,822
-1,228
-6% -$52.6K ﹤0.01% 1308
2021
Q4 		$1.14M Buy
22,050
+1,266
+6% +$56.1K ﹤0.01% 1178
2021
Q3 		$899K Buy
20,784
+617
+3% +$26.6K ﹤0.01% 1266
2021
Q2 		$889K Buy
20,167
+2,797
+16% +$121K ﹤0.01% 1250
2021
Q1 		$784K Buy
17,370
+1,287
+8% +$60.2K ﹤0.01% 1143
2020
Q4 		$673K Buy
16,083
+899
+6% +$33.8K ﹤0.01% 1169
2020
Q3 		$492K Sell
15,184
-1,401
-8% -$50.3K ﹤0.01% 1162
2020
Q2 		$609K Buy
16,585
+9,106
+122% +$293K ﹤0.01% 1004
2020
Q1 		$202K Buy
+7,479
New +$238K ﹤0.01% 1295

Other funds holding SILC

FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Silicom (SILC) in Q3 2023, closing a stake of 6,623 shares — an estimated $244K sold.

JP Morgan Private Wealth Advisors first reported a position in SILC in Q1 2020 and held it in 14 quarters. The position peaked at $1.14M in Q4 2021. 47 funds tracked by Wall St. Rank hold SILC as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Silicom position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,623 Silicom shares in Q3 2023, an estimated $244K.
  • JP Morgan Private Wealth Advisors first reported a position in Silicom in Q1 2020 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Silicom position peaked at $1.14M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Silicom as of Q3 2023.

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