JP Morgan Private Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$18M	Buy	341,454 +4,959	+1%	+$269K	0.05%	287
2023 Q2	$18.1M	Sell	336,495 -38,799	-10%	-$2.06M	0.09%	170
2023 Q1	$19.8M	Buy	375,294 +17,703	+5%	+$940K	0.04%	310
2022 Q4	$18M	Buy	357,591 +94,916	+36%	+$4.64M	0.04%	322
2022 Q3	$12.1M	Buy	262,675 +48,751	+23%	+$2.48M	0.03%	354
2022 Q2	$11.1M	Buy	213,924 +163,426	+324%	+$9.05M	0.03%	382
2022 Q1	$2.99M	Buy	+50,498	New	+$3.1M	0.01%	769

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.5% in Q3 2023, buying an estimated $269K and bringing the position to 341,454 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #287.

JP Morgan Private Wealth Advisors first reported a position in AVEM in Q1 2022 and has held it in 7 quarters since. The position peaked at $19.8M in Q1 2023. 293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

JP Morgan Private Wealth Advisors held 341,454 shares of Avantis Emerging Markets Equity ETF worth $18M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 4,959 Avantis Emerging Markets Equity ETF shares in Q3 2023, an estimated $269K.
Avantis Emerging Markets Equity ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #287 holding.
JP Morgan Private Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $19.8M in Q1 2023.
293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

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