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JP Morgan Private Wealth Advisors’s Silicon Motion SIMO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,407
Closed -$892K – 1783
2023
Q2 		$892K Sell
12,407
-23,217
-65% -$1.48M ﹤0.01% 803
2023
Q1 		$2.33M Sell
35,624
-3,963
-10% -$260K 0.01% 823
2022
Q4 		$2.57M Buy
39,587
+1,226
+3% +$75.2K 0.01% 754
2022
Q3 		$2.5M Sell
38,361
-1,467
-4% -$115K 0.01% 768
2022
Q2 		$3.33M Sell
39,828
-8,163
-17% -$688K 0.01% 682
2022
Q1 		$3.21M Sell
47,991
-2,687
-5% -$209K 0.01% 741
2021
Q4 		$4.82M Sell
50,678
-3,704
-7% -$279K 0.01% 619
2021
Q3 		$3.75M Buy
54,382
+834
+2% +$58.9K 0.01% 670
2021
Q2 		$3.43M Buy
53,548
+81
+0.2% +$5.32K 0.01% 689
2021
Q1 		$3.17M Buy
53,467
+8,520
+19% +$485K 0.01% 623
2020
Q4 		$2.16M Buy
44,947
+3,861
+9% +$158K 0.01% 701
2020
Q3 		$1.55M Buy
41,086
+3,424
+9% +$137K 0.01% 728
2020
Q2 		$1.84M Buy
37,662
+20,346
+117% +$902K 0.01% 607
2020
Q1 		$635K Buy
17,316
+7,686
+80% +$332K ﹤0.01% 844
2019
Q4 		$488K Buy
9,630
+365
+4% +$15.7K ﹤0.01% 1063
2019
Q3 		$328K Buy
+9,265
New +$336K ﹤0.01% 1154
2019
Q1 		– Sell
-6,057
Closed -$209K – 1506
2018
Q4 		$209K Buy
6,057
+452
+8% +$17.7K ﹤0.01% 1327
2018
Q3 		$301K Buy
+5,605
New +$310K ﹤0.01% 1294

Other funds holding SIMO

HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $125M AUM 198.01% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Silicon Motion (SIMO) in Q3 2023, closing a stake of 12,407 shares — an estimated $892K sold.

JP Morgan Private Wealth Advisors first reported a position in SIMO in Q3 2018 and held it in 18 quarters. The position peaked at $4.82M in Q4 2021. 193 funds tracked by Wall St. Rank hold SIMO as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Silicon Motion position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,407 Silicon Motion shares in Q3 2023, an estimated $892K.
  • JP Morgan Private Wealth Advisors first reported a position in Silicon Motion in Q3 2018 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Silicon Motion position peaked at $4.82M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2023.

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