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JP Morgan Private Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.33M Buy
120,390
+6,193
+5% +$288K 0.02% 491
2023
Q2 		$5.21M Sell
114,197
-14,663
-11% -$638K 0.03% 334
2023
Q1 		$5.68M Buy
128,860
+18,271
+17% +$837K 0.01% 552
2022
Q4 		$4.79M Buy
110,589
+64,717
+141% +$2.83M 0.01% 586
2022
Q3 		$1.81M Buy
45,872
+18,130
+65% +$790K ﹤0.01% 879
2022
Q2 		$1.14M Buy
27,742
+20,582
+287% +$912K ﹤0.01% 1073
2022
Q1 		$342K Buy
+7,160
New +$339K ﹤0.01% 1697

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 5.4% in Q3 2023, buying an estimated $288K and bringing the position to 120,390 shares worth $5.33M. The position accounts for 0.02% of the portfolio, ranked #491.

JP Morgan Private Wealth Advisors first reported a position in AVSC in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.68M in Q1 2023. 60 funds tracked by Wall St. Rank hold AVSC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 120,390 shares of Avantis US Small Cap Equity ETF worth $5.33M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 6,193 Avantis US Small Cap Equity ETF shares in Q3 2023, an estimated $288K.
  • Avantis US Small Cap Equity ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #491 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2022 and has held it in 7 quarters since.
  • JP Morgan Private Wealth Advisors's Avantis US Small Cap Equity ETF position peaked at $5.68M in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2023.

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