JP Morgan Private Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$19.3M	Buy	246,960 +11,900	+5%	+$956K	0.06%	278
2023 Q2	$18.2M	Sell	235,060 -48,797	-17%	-$3.59M	0.09%	167
2023 Q1	$21M	Sell	283,857 -11,472	-4%	-$898K	0.04%	300
2022 Q4	$22M	Buy	295,329 +72,560	+33%	+$5.46M	0.05%	290
2022 Q3	$14.7M	Buy	222,769 +23,001	+12%	+$1.68M	0.04%	327
2022 Q2	$13.7M	Buy	199,768 +79,039	+65%	+$5.98M	0.03%	348
2022 Q1	$9.64M	Buy	120,729 +40,621	+51%	+$3.22M	0.02%	449
2021 Q4	$6.39M	Buy	80,108 +61,960	+341%	+$4.93M	0.01%	551
2021 Q3	$1.37M	Buy	18,148 +11,676	+180%	+$865K	﹤0.01%	1058
2021 Q2	$492K	Buy	+6,472	New	+$489K	﹤0.01%	1484

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.1% in Q3 2023, buying an estimated $956K and bringing the position to 246,960 shares worth $19.3M. The position accounts for 0.06% of the portfolio, ranked #278.

JP Morgan Private Wealth Advisors first reported a position in AVUV in Q2 2021 and has held it in 10 quarters since. The position peaked at $22M in Q4 2022. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

JP Morgan Private Wealth Advisors held 246,960 shares of Avantis US Small Cap Value ETF worth $19.3M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 11,900 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $956K.
Avantis US Small Cap Value ETF made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #278 holding.
JP Morgan Private Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $22M in Q4 2022.
451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

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