JMPWA
SIVB

JP Morgan Private Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,325
Closed -$8.36M – 2029
2022
Q4 		$8.36M Sell
36,325
-78,122
-68% -$19.4M 0.02% 463
2022
Q3 		$38.4M Sell
114,447
-15,014
-12% -$6.04M 0.1% 200
2022
Q2 		$51.1M Sell
129,461
-1,471
-1% -$693K 0.13% 169
2022
Q1 		$73.3M Sell
130,932
-22,008
-14% -$13.4M 0.16% 145
2021
Q4 		$104M Buy
152,940
+22,209
+17% +$15.6M 0.22% 106
2021
Q3 		$84.6M Buy
130,731
+17,939
+16% +$10.4M 0.21% 118
2021
Q2 		$62.8M Buy
112,792
+28,667
+34% +$15.9M 0.16% 145
2021
Q1 		$41.5M Sell
84,125
-13,230
-14% -$6.51M 0.13% 161
2020
Q4 		$37.8M Buy
97,355
+22,958
+31% +$7.44M 0.12% 178
2020
Q3 		$17.9M Buy
74,397
+10,502
+16% +$2.47M 0.07% 227
2020
Q2 		$13.8M Buy
63,895
+9,567
+18% +$1.84M 0.06% 243
2020
Q1 		$8.21M Sell
54,328
-15,104
-22% -$3.32M 0.05% 289
2019
Q4 		$17.4M Buy
69,432
+1,382
+2% +$314K 0.08% 221
2019
Q3 		$14.2M Buy
68,050
+6,223
+10% +$1.3M 0.07% 234
2019
Q2 		$13.9M Buy
61,827
+1,192
+2% +$276K 0.08% 238
2019
Q1 		$13.5M Buy
60,635
+11,024
+22% +$2.57M 0.07% 243
2018
Q4 		$9.42M Sell
49,611
-3,081
-6% -$753K 0.06% 265
2018
Q3 		$16.4M Buy
52,692
+1,559
+3% +$492K 0.08% 229
2018
Q2 		$14.8M Buy
51,133
+773
+2% +$227K 0.08% 225
2018
Q1 		$12.1M Buy
50,360
+2,454
+5% +$616K 0.08% 210
2017
Q4 		$11.2M Buy
47,906
+298
+0.6% +$63.5K 0.07% 228
2017
Q3 		$8.91M Buy
47,608
+2,544
+6% +$447K 0.06% 244
2017
Q2 		$7.92M Buy
45,064
+33,162
+279% +$5.94M 0.06% 247
2017
Q1 		$2.21M Buy
11,902
+9,179
+337% +$1.67M 0.02% 450
2016
Q4 		$467K Buy
2,723
+93
+4% +$13.3K ﹤0.01% 833
2016
Q3 		$291K Buy
2,630
+418
+19% +$43.5K ﹤0.01% 998
2016
Q2 		$211K Sell
2,212
-760
-26% -$77.8K ﹤0.01% 1135
2016
Q1 		$303K Buy
+2,972
New +$288K ﹤0.01% 944
2015
Q3 		– Sell
-1,831
Closed -$264K – 1212
2015
Q2 		$264K Sell
1,831
-1,460
-44% -$197K ﹤0.01% 887
2015
Q1 		$418K Sell
3,291
-11,354
-78% -$1.36M ﹤0.01% 781
2014
Q4 		$1.7M Buy
+14,645
New +$1.6M 0.02% 411

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 36,325 shares — an estimated $8.36M sold.

JP Morgan Private Wealth Advisors first reported a position in SIVB in Q4 2014 and held it in 31 quarters. The position peaked at $104M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,325 SVB Financial Group shares in Q1 2023, an estimated $8.36M.
  • JP Morgan Private Wealth Advisors first reported a position in SVB Financial Group in Q4 2014 and held it in 31 quarters.
  • JP Morgan Private Wealth Advisors's SVB Financial Group position peaked at $104M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

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