JP Morgan Private Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$34.5M	Buy	619,444 +33,464	+6%	+$1.92M	0.1%	204
2023 Q2	$33.6M	Buy	585,980 +2,826	+0.5%	+$163K	0.17%	113
2023 Q1	$33.3M	Buy	583,154 +36,030	+7%	+$2.03M	0.07%	243
2022 Q4	$29.1M	Buy	547,124 +139,402	+34%	+$7.1M	0.07%	256
2022 Q3	$18.6M	Buy	407,722 +60,858	+18%	+$3.1M	0.05%	298
2022 Q2	$17.7M	Buy	346,864 +222,326	+179%	+$12.5M	0.05%	303
2022 Q1	$7.51M	Buy	124,538 +119,139	+2,207%	+$7.27M	0.02%	514
2021 Q4	$342K	Buy	+5,399	New	+$343K	﹤0.01%	1698

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WWP

Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 5.7% in Q3 2023, buying an estimated $1.92M and bringing the position to 619,444 shares worth $34.5M. The position accounts for 0.1% of the portfolio, ranked #204.

JP Morgan Private Wealth Advisors first reported a position in AVDE in Q4 2021 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold AVDE as of Q3 2023.

JP Morgan Private Wealth Advisors held 619,444 shares of Avantis International Equity ETF worth $34.5M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 33,464 Avantis International Equity ETF shares in Q3 2023, an estimated $1.92M.
Avantis International Equity ETF made up 0.1% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #204 holding.
JP Morgan Private Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 8 quarters since.
242 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2023.

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