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JP Morgan Private Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$512K Hold
10,336
– – ﹤0.01% 1238
2023
Q2 		$534K Buy
10,336
+4,800
+87% +$235K ﹤0.01% 1006
2023
Q1 		$267K Buy
+5,536
New +$266K ﹤0.01% 1728

Other funds holding AVSU

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Avantis Responsible US Equity ETF (AVSU) position steady in Q3 2023 at 10,336 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

JP Morgan Private Wealth Advisors first reported a position in AVSU in Q1 2023 and has held it in 3 quarters since. The position peaked at $534K in Q2 2023. 32 funds tracked by Wall St. Rank hold AVSU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 10,336 shares of Avantis Responsible US Equity ETF worth $512K as of Q3 2023.
  • JP Morgan Private Wealth Advisors left its Avantis Responsible US Equity ETF share count unchanged in Q3 2023.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1238 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Avantis Responsible US Equity ETF position peaked at $534K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2023.

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