JP Morgan Private Wealth Advisors’s Semler Scientific SMLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$431K	Hold	17,000	–	–	﹤0.01%	1304
2023 Q2	$446K	Hold	17,000	–	–	﹤0.01%	1085
2023 Q1	$456K	Hold	17,000	–	–	﹤0.01%	1517
2022 Q4	$561K	Hold	17,000	–	–	﹤0.01%	1427
2022 Q3	$638K	Hold	17,000	–	–	﹤0.01%	1354
2022 Q2	$479K	Hold	17,000	–	–	﹤0.01%	1471
2022 Q1	$843K	Hold	17,000	–	–	﹤0.01%	1296
2021 Q4	$1.56M	Hold	17,000	–	–	﹤0.01%	1022
2021 Q3	$2.13M	Buy	+17,000	New	+$2.15M	0.01%	876

Other funds holding SMLR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Semler Scientific (SMLR) position steady in Q3 2023 at 17,000 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

JP Morgan Private Wealth Advisors first reported a position in SMLR in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2021. 82 funds tracked by Wall St. Rank hold SMLR as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,000 shares of Semler Scientific worth $431K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Semler Scientific share count unchanged in Q3 2023.
Semler Scientific made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1304 holding.
JP Morgan Private Wealth Advisors first reported a position in Semler Scientific in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Semler Scientific position peaked at $2.13M in Q3 2021.
82 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2023.

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