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JP Morgan Private Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.05M Buy
147,570
+10,270
+7% +$286K 0.01% 543
2023
Q2 		$3.42M Buy
137,300
+53,990
+65% +$904K 0.02% 419
2023
Q1 		$888K Buy
+83,310
New +$752K ﹤0.01% 1214

Other funds holding SMCI

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Super Micro Computer (SMCI) stake by 7.5% in Q3 2023, buying an estimated $286K and bringing the position to 147,570 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #543.

JP Morgan Private Wealth Advisors first reported a position in SMCI in Q1 2023 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 147,570 shares of Super Micro Computer worth $4.05M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 10,270 Super Micro Computer shares in Q3 2023, an estimated $286K.
  • Super Micro Computer made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #543 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Super Micro Computer in Q1 2023 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

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