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JP Morgan Private Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$703K Sell
13,606
-181
-1% -$10.5K ﹤0.01% 1105
2023
Q2 		$864K Sell
13,787
-6,264
-31% -$420K ﹤0.01% 809
2023
Q1 		$1.4M Buy
20,051
+2,386
+14% +$172K ﹤0.01% 1017
2022
Q4 		$858K Buy
17,665
+2,125
+14% +$106K ﹤0.01% 1217
2022
Q3 		$664K Sell
15,540
-8,404
-35% -$603K ﹤0.01% 1335
2022
Q2 		$1.89M Sell
23,944
-3,308
-12% -$327K ﹤0.01% 872
2022
Q1 		$3.35M Buy
27,252
+8,152
+43% +$1.14M 0.01% 726
2021
Q4 		$3.08M Buy
19,100
+2,028
+12% +$314K 0.01% 765
2021
Q3 		$2.5M Buy
17,072
+1,921
+13% +$315K 0.01% 812
2021
Q2 		$2.91M Buy
15,151
+4,569
+43% +$1.01M 0.01% 738
2021
Q1 		$2.59M Sell
10,582
-569
-5% -$129K 0.01% 678
2020
Q4 		$2.22M Buy
11,151
+318
+3% +$54.5K 0.01% 688
2020
Q3 		$1.66M Sell
10,833
-1,998
-16% -$309K 0.01% 708
2020
Q2 		$1.73M Buy
12,831
+794
+7% +$103K 0.01% 622
2020
Q1 		$1.23M Sell
12,037
-74
-0.6% -$8.14K 0.01% 645
2019
Q4 		$1.29M Sell
12,111
-371
-3% -$37.9K 0.01% 711
2019
Q3 		$1.27M Sell
12,482
-785
-6% -$82.2K 0.01% 691
2019
Q2 		$1.31M Sell
13,267
-1,287
-9% -$114K 0.01% 682
2019
Q1 		$1.14M Buy
14,554
+4,598
+46% +$347K 0.01% 749
2018
Q4 		$612K Sell
9,956
-1,231
-11% -$87.6K ﹤0.01% 895
2018
Q3 		$881K Buy
11,187
+785
+8% +$61.7K ﹤0.01% 864
2018
Q2 		$865K Buy
10,402
+1,207
+13% +$101K ﹤0.01% 822
2018
Q1 		$789K Sell
9,195
-2,718
-23% -$259K 0.01% 712
2017
Q4 		$1.27M Buy
11,913
+2,847
+31% +$284K 0.01% 595
2017
Q3 		$882K Sell
9,066
-2,380
-21% -$226K 0.01% 667
2017
Q2 		$1.02M Buy
11,446
+704
+7% +$63.5K 0.01% 615
2017
Q1 		$1M Buy
10,742
+3,273
+44% +$303K 0.01% 625
2016
Q4 		$713K Buy
7,469
+1,775
+31% +$159K 0.01% 698
2016
Q3 		$474K Sell
5,694
-2,009
-26% -$158K ﹤0.01% 805
2016
Q2 		$538K Buy
7,703
+3,718
+93% +$258K 0.01% 759
2016
Q1 		$289K Buy
+3,985
New +$271K ﹤0.01% 965

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its ScottsMiracle-Gro (SMG) stake by 1.3% in Q3 2023, selling an estimated $10.5K and leaving 13,606 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

JP Morgan Private Wealth Advisors first reported a position in SMG in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.35M in Q1 2022. 403 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,606 shares of ScottsMiracle-Gro worth $703K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 181 ScottsMiracle-Gro shares in Q3 2023, an estimated $10.5K.
  • ScottsMiracle-Gro made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1105 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ScottsMiracle-Gro in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's ScottsMiracle-Gro position peaked at $3.35M in Q1 2022.
  • 403 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

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