JP Morgan Private Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$15.3M	Sell	105,259 -1,808	-2%	-$274K	0.04%	308
2023 Q2	$16.3M	Sell	107,067 -26,385	-20%	-$3.57M	0.08%	179
2023 Q1	$17.6M	Buy	133,452 +1,586	+1%	+$190K	0.04%	329
2022 Q4	$13.4M	Sell	131,866 -36,158	-22%	-$3.68M	0.03%	372
2022 Q3	$15.6M	Buy	168,024 +5,838	+4%	+$636K	0.04%	318
2022 Q2	$16.5M	Buy	162,186 +11,000	+7%	+$1.28M	0.04%	311
2022 Q1	$20.4M	Sell	151,186 -2,648	-2%	-$363K	0.04%	318
2021 Q4	$23.8M	Buy	153,834 +25,816	+20%	+$3.73M	0.05%	290
2021 Q3	$16.4M	Buy	128,018 +33,040	+35%	+$4.35M	0.04%	342
2021 Q2	$12.5M	Buy	94,978 +63,354	+200%	+$7.82M	0.03%	385
2021 Q1	$3.85M	Buy	31,624 +4,098	+15%	+$485K	0.01%	573
2020 Q4	$3.01M	Buy	27,526 +15,188	+123%	+$1.51M	0.01%	614
2020 Q3	$1.07M	Buy	12,338 +4,480	+57%	+$375K	﹤0.01%	863
2020 Q2	$600K	Buy	7,858 +2,372	+43%	+$163K	﹤0.01%	1009
2020 Q1	$321K	Buy	5,486 +2,484	+83%	+$167K	﹤0.01%	1104
2019 Q4	$212K	Buy	+3,002	New	+$197K	﹤0.01%	1378
2019 Q1	–	Sell	-22,966	Closed	-$1M	–	1507
2018 Q4	$1M	Buy	22,966 +186	+0.8%	+$8.73K	0.01%	749
2018 Q3	$1.21M	Hold	22,780	–	–	0.01%	771
2018 Q2	$1.17M	Sell	22,780 -360	-2%	-$18.8K	0.01%	722
2018 Q1	$1.21M	Buy	23,140 +1,066	+5%	+$56.1K	0.01%	605
2017 Q4	$1.08M	Hold	22,074	–	–	0.01%	638
2017 Q3	$1.03M	Sell	22,074 -500	-2%	-$21.9K	0.01%	623
2017 Q2	$924K	Buy	+22,574	New	+$931K	0.01%	643

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 1.7% in Q3 2023, selling an estimated $274K and leaving 105,259 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #308.

JP Morgan Private Wealth Advisors first reported a position in SMH in Q2 2017 and has held it in 23 quarters since. The position peaked at $23.8M in Q4 2021. 558 funds tracked by Wall St. Rank hold SMH as of Q3 2023.

JP Morgan Private Wealth Advisors held 105,259 shares of VanEck Semiconductor ETF worth $15.3M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,808 VanEck Semiconductor ETF shares in Q3 2023, an estimated $274K.
VanEck Semiconductor ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #308 holding.
JP Morgan Private Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2017 and has held it in 23 quarters since.
JP Morgan Private Wealth Advisors's VanEck Semiconductor ETF position peaked at $23.8M in Q4 2021.
558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2023.

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