JMPWA
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JP Morgan Private Wealth Advisors’s SM Energy SM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$233K Sell
5,888
-1,579
-21% -$59.9K ﹤0.01% 1582
2023
Q2 		$236K Sell
7,467
-12,149
-62% -$343K ﹤0.01% 1333
2023
Q1 		$552K Sell
19,616
-6,819
-26% -$208K ﹤0.01% 1434
2022
Q4 		$921K Sell
26,435
-141,775
-84% -$5.9M ﹤0.01% 1183
2022
Q3 		$6.33M Buy
168,210
+11,399
+7% +$448K 0.02% 503
2022
Q2 		$5.36M Buy
+156,811
New +$6.37M 0.01% 549
2019
Q2 		– Sell
-63,500
Closed -$1.11M – 1455
2019
Q1 		$1.11M Hold
63,500
– – 0.01% 760
2018
Q4 		$983K Sell
63,500
-63,591
-50% -$1.47M 0.01% 756
2018
Q3 		$4.01M Sell
127,091
-132
-0.1% -$3.79K 0.02% 475
2018
Q2 		$3.27M Sell
127,223
-282
-0.2% -$6.59K 0.02% 499
2018
Q1 		$2.3M Buy
127,505
+63,321
+99% +$1.37M 0.02% 450
2017
Q4 		$1.42M Buy
64,184
+229
+0.4% +$4.62K 0.01% 572
2017
Q3 		$1.13M Hold
63,955
– – 0.01% 596
2017
Q2 		$1.06M Sell
63,955
-66,684
-51% -$1.32M 0.01% 604
2017
Q1 		$3.14M Buy
130,639
+77,139
+144% +$2.14M 0.02% 385
2016
Q4 		$1.84M Buy
+53,500
New +$1.93M 0.02% 452
2016
Q3 		– Sell
-107,024
Closed -$2.89M – 1265
2016
Q2 		$2.89M Buy
+107,024
New +$3M 0.03% 363
2016
Q1 		– Sell
-53,509
Closed -$1.05M – 1293
2015
Q4 		$1.05M Buy
53,509
+10,009
+23% +$305K 0.01% 510
2015
Q3 		$1.39M Buy
+43,500
New +$1.58M 0.02% 399

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its SM Energy (SM) stake by 21% in Q3 2023, selling an estimated $59.9K and leaving 5,888 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

JP Morgan Private Wealth Advisors first reported a position in SM in Q3 2015 and has held it in 19 quarters since. The position peaked at $6.33M in Q3 2022. 371 funds tracked by Wall St. Rank hold SM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,888 shares of SM Energy worth $233K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,579 SM Energy shares in Q3 2023, an estimated $59.9K.
  • SM Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1582 holding.
  • JP Morgan Private Wealth Advisors first reported a position in SM Energy in Q3 2015 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's SM Energy position peaked at $6.33M in Q3 2022.
  • 371 funds tracked by Wall St. Rank held SM Energy as of Q3 2023.

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