JMPWA
SIRI icon

JP Morgan Private Wealth Advisors’s SiriusXM SIRI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,154
Closed -$279K – 1784
2023
Q2 		$279K Sell
6,154
-4,186
-40% -$158K ﹤0.01% 1266
2023
Q1 		$410K Sell
10,340
-124
-1% -$5.94K ﹤0.01% 1551
2022
Q4 		$611K Sell
10,464
-320
-3% -$19.7K ﹤0.01% 1385
2022
Q3 		$616K Sell
10,784
-149
-1% -$9.37K ﹤0.01% 1369
2022
Q2 		$670K Sell
10,933
-359
-3% -$22.3K ﹤0.01% 1324
2022
Q1 		$748K Buy
11,292
+560
+5% +$35.2K ﹤0.01% 1346
2021
Q4 		$681K Sell
10,732
-2,880
-21% -$180K ﹤0.01% 1422
2021
Q3 		$830K Buy
13,612
+19
+0.1% +$1.19K ﹤0.01% 1296
2021
Q2 		$889K Buy
13,593
+436
+3% +$27.3K ﹤0.01% 1251
2021
Q1 		$801K Sell
13,157
-121
-0.9% -$7.38K ﹤0.01% 1137
2020
Q4 		$846K Buy
13,278
+1,469
+12% +$90.2K ﹤0.01% 1072
2020
Q3 		$633K Sell
11,809
-3
-0% -$172 ﹤0.01% 1061
2020
Q2 		$693K Sell
11,812
-190
-2% -$10.6K ﹤0.01% 943
2020
Q1 		$593K Sell
12,002
-59
-0.5% -$3.86K ﹤0.01% 874
2019
Q4 		$862K Buy
12,061
+82
+0.7% +$5.53K ﹤0.01% 855
2019
Q3 		$749K Buy
11,979
+4,166
+53% +$256K ﹤0.01% 860
2019
Q2 		$436K Sell
7,813
-2,320
-23% -$132K ﹤0.01% 1036
2019
Q1 		$575K Buy
10,133
+3,242
+47% +$193K ﹤0.01% 977
2018
Q4 		$393K Sell
6,891
-55
-0.8% -$3.34K ﹤0.01% 1052
2018
Q3 		$439K Sell
6,946
-164
-2% -$11.4K ﹤0.01% 1118
2018
Q2 		$481K Sell
7,110
-2,024
-22% -$137K ﹤0.01% 1021
2018
Q1 		$570K Sell
9,134
-443
-5% -$26.6K ﹤0.01% 826
2017
Q4 		$514K Sell
9,577
-866
-8% -$47.8K ﹤0.01% 860
2017
Q3 		$577K Sell
10,443
-83
-0.8% -$4.59K ﹤0.01% 796
2017
Q2 		$575K Sell
10,526
-13,428
-56% -$686K ﹤0.01% 793
2017
Q1 		$1.23M Sell
23,954
-1,847
-7% -$90.8K 0.01% 580
2016
Q4 		$1.15M Sell
25,801
-739
-3% -$32.2K 0.01% 566
2016
Q3 		$1.11M Buy
26,540
+14,393
+118% +$601K 0.01% 567
2016
Q2 		$479K Sell
12,147
-53,212
-81% -$2.09M ﹤0.01% 794
2016
Q1 		$2.58M Buy
65,359
+27,129
+71% +$1.01M 0.02% 351
2015
Q4 		$1.56M Buy
38,230
+132
+0.3% +$5.34K 0.02% 426
2015
Q3 		$1.43M Buy
38,098
+908
+2% +$34.8K 0.02% 394
2015
Q2 		$1.39M Buy
37,190
+6,036
+19% +$234K 0.02% 432
2015
Q1 		$1.19M Sell
31,154
-270
-0.9% -$10.1K 0.01% 480
2014
Q4 		$1.1M Buy
31,424
+2,015
+7% +$69.4K 0.01% 512
2014
Q3 		$1.03M Buy
29,409
+26,671
+974% +$932K 0.01% 507
2014
Q2 		$95K Sell
2,738
-448
-14% -$14.6K ﹤0.01% 866
2014
Q1 		$102K Buy
3,186
+490
+18% +$17.3K ﹤0.01% 849
2013
Q4 		$94K Sell
2,696
-960
-26% -$35.9K ﹤0.01% 641
2013
Q3 		$142K Buy
3,656
+34
+0.9% +$1.27K ﹤0.01% 612
2013
Q2 		$121K Buy
+3,622
New +$119K ﹤0.01% 599

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 6,154 shares — an estimated $279K sold.

JP Morgan Private Wealth Advisors first reported a position in SIRI in Q2 2013 and held it in 41 quarters. The position peaked at $2.58M in Q1 2016. 606 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,154 SiriusXM shares in Q3 2023, an estimated $279K.
  • JP Morgan Private Wealth Advisors first reported a position in SiriusXM in Q2 2013 and held it in 41 quarters.
  • JP Morgan Private Wealth Advisors's SiriusXM position peaked at $2.58M in Q1 2016.
  • 606 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

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