JP Morgan Private Wealth Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$617K	Sell	14,203 -699	-5%	-$30.9K	﹤0.01%	1155
2023 Q2	$650K	Sell	14,902 -2,539	-15%	-$110K	﹤0.01%	928
2023 Q1	$745K	Sell	17,441 -13,031	-43%	-$562K	﹤0.01%	1312
2022 Q4	$1.25M	Buy	30,472 +3,351	+12%	+$135K	﹤0.01%	1038
2022 Q3	$1.01M	Buy	27,121 +2,387	+10%	+$99K	﹤0.01%	1129
2022 Q2	$1.05M	Hold	24,734	–	–	﹤0.01%	1130
2022 Q1	$1.21M	Hold	24,734	–	–	﹤0.01%	1125
2021 Q4	$1.25M	Buy	+24,734	New	+$1.24M	﹤0.01%	1125

Other funds holding AVES

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

RLIM

Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BAM

Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Avantis Emerging Markets Value ETF (AVES) stake by 4.7% in Q3 2023, selling an estimated $30.9K and leaving 14,203 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

JP Morgan Private Wealth Advisors first reported a position in AVES in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2021. 63 funds tracked by Wall St. Rank hold AVES as of Q3 2023.

JP Morgan Private Wealth Advisors held 14,203 shares of Avantis Emerging Markets Value ETF worth $617K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 699 Avantis Emerging Markets Value ETF shares in Q3 2023, an estimated $30.9K.
Avantis Emerging Markets Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1155 holding.
JP Morgan Private Wealth Advisors first reported a position in Avantis Emerging Markets Value ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Avantis Emerging Markets Value ETF position peaked at $1.25M in Q4 2021.
63 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2023.

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