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

JP Morgan Private Wealth Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$65.2M Buy
890,256
+56,166
+7% +$4.27M 0.19% 127
2023
Q2 		$62.7M Sell
834,090
-17,517
-2% -$1.25M 0.33% 72
2023
Q1 		$60.4M Buy
851,607
+71,935
+9% +$5.09M 0.13% 170
2022
Q4 		$53M Buy
779,672
+245,668
+46% +$16.8M 0.12% 176
2022
Q3 		$33.3M Buy
534,004
+108,389
+25% +$7.44M 0.09% 211
2022
Q2 		$27.7M Buy
425,615
+120,398
+39% +$8.54M 0.07% 242
2022
Q1 		$23.5M Buy
305,217
+229,590
+304% +$17.5M 0.05% 298
2021
Q4 		$6.06M Buy
75,627
+40,976
+118% +$3.21M 0.01% 565
2021
Q3 		$2.55M Buy
+34,651
New +$2.61M 0.01% 801

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 6.7% in Q3 2023, buying an estimated $4.27M and bringing the position to 890,256 shares worth $65.2M. The position accounts for 0.19% of the portfolio, ranked #127.

JP Morgan Private Wealth Advisors first reported a position in AVUS in Q3 2021 and has held it in 9 quarters since. 275 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 890,256 shares of Avantis US Equity ETF worth $65.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 56,166 Avantis US Equity ETF shares in Q3 2023, an estimated $4.27M.
  • Avantis US Equity ETF made up 0.19% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #127 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 9 quarters since.
  • 275 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

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