JP Morgan Private Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$419K	Sell	7,949 -1,012	-11%	-$54.8K	﹤0.01%	1318
2023 Q2	$478K	Sell	8,961 -54,288	-86%	-$2.77M	﹤0.01%	1050
2023 Q1	$3.23M	Buy	63,249 +6,342	+11%	+$329K	0.01%	716
2022 Q4	$2.86M	Buy	56,907 +15,387	+37%	+$771K	0.01%	730
2022 Q3	$1.84M	Buy	41,520 +25,307	+156%	+$1.23M	﹤0.01%	873
2022 Q2	$747K	Buy	16,213 +1,021	+7%	+$52K	﹤0.01%	1281
2022 Q1	$821K	Buy	15,192 +3,921	+35%	+$208K	﹤0.01%	1307
2021 Q4	$611K	Buy	+11,271	New	+$597K	﹤0.01%	1472

Other funds holding AVLV

MWM

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

PFA

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 11% in Q3 2023, selling an estimated $54.8K and leaving 7,949 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

JP Morgan Private Wealth Advisors first reported a position in AVLV in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.23M in Q1 2023. 142 funds tracked by Wall St. Rank hold AVLV as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,949 shares of Avantis US Large Cap Value ETF worth $419K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,012 Avantis US Large Cap Value ETF shares in Q3 2023, an estimated $54.8K.
Avantis US Large Cap Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1318 holding.
JP Morgan Private Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $3.23M in Q1 2023.
142 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2023.

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