JPMPWA
J.P. Morgan Private Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $65.2M | Buy |
890,256
+56,166
| +7% | +$4.11M | 0.19% | 127 |
|
|
2023
Q2 | $62.7M | Sell |
834,090
-17,517
| -2% | -$1.32M | 0.33% | 72 |
|
|
2023
Q1 | $60.4M | Buy |
851,607
+71,935
| +9% | +$5.1M | 0.13% | 170 |
|
|
2022
Q4 | $53M | Buy |
779,672
+245,668
| +46% | +$16.7M | 0.12% | 176 |
|
|
2022
Q3 | $33.3M | Buy |
534,004
+108,389
| +25% | +$6.76M | 0.09% | 211 |
|
|
2022
Q2 | $27.7M | Buy |
425,615
+120,398
| +39% | +$7.83M | 0.07% | 242 |
|
|
2022
Q1 | $23.5M | Buy |
305,217
+229,590
| +304% | +$17.7M | 0.05% | 298 |
|
|
2021
Q4 | $6.06M | Buy |
75,627
+40,976
| +118% | +$3.28M | 0.01% | 565 |
|
|
2021
Q3 | $2.55M | Buy |
+34,651
| New | +$2.55M | 0.01% | 801 |
|