JP Morgan Chase
VWE

JP Morgan Chase’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

JP Morgan Chase’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,703
Closed -$933 – 7810
2024
Q2 		$933 Buy
6,703
+15
+0.2% +$4 ﹤0.01% 6629
2024
Q1 		$2.41K Buy
6,688
+26
+0.4% +$12 ﹤0.01% 6553
2023
Q4 		$3.35K Buy
6,662
+8
+0.1% +$5 ﹤0.01% 6635
2023
Q3 		$3.79K Buy
6,654
+79
+1% +$66 ﹤0.01% 6423
2023
Q2 		$5.63K Sell
6,575
-18,272
-74% -$21.2K ﹤0.01% 6153
2023
Q1 		$27K Sell
24,847
-17,770
-42% -$36.7K ﹤0.01% 5901
2022
Q4 		$139K Sell
42,617
-8,217
-16% -$25.2K ﹤0.01% 5208
2022
Q3 		$140K Buy
50,834
+33,381
+191% +$199K ﹤0.01% 5128
2022
Q2 		$137K Sell
17,453
-58,656
-77% -$540K ﹤0.01% 5266
2022
Q1 		$751K Buy
76,109
+67,026
+738% +$598K ﹤0.01% 4452
2021
Q4 		$107K Buy
+9,083
New +$95.8K ﹤0.01% 5649
2021
Q3 		– Sell
-1,943
Closed -$19K – 6891
2021
Q2 		$19K Buy
+1,943
New +$20.7K ﹤0.01% 5940

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

JP Morgan Chase's VWE Position: Q3 2024 in Review

JP Morgan Chase sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 6,703 shares — an estimated $933 sold.

JP Morgan Chase first reported a position in VWE in Q2 2021 and held it in 12 quarters. The position peaked at $751K in Q1 2022. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • JP Morgan Chase reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • JP Morgan Chase sold 6,703 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $933.
  • JP Morgan Chase first reported a position in Vintage Wine Estates, Inc. Common Stock in Q2 2021 and held it in 12 quarters.
  • JP Morgan Chase's Vintage Wine Estates, Inc. Common Stock position peaked at $751K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on JP Morgan Chase's 13F filing for Q3 2024, filed 8 Nov 2024.