JMPWA
ESGV icon

JP Morgan Private Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$6.15M Sell
81,798
-3,885
-5% -$305K 0.02% 464
2023
Q2 		$6.71M Sell
85,683
-12,098
-12% -$891K 0.03% 293
2023
Q1 		$7.01M Buy
97,781
+30,574
+45% +$2.13M 0.01% 510
2022
Q4 		$4.43M Sell
67,207
-16,837
-20% -$1.12M 0.01% 605
2022
Q3 		$5.29M Sell
84,044
-3,342
-4% -$235K 0.01% 544
2022
Q2 		$5.8M Sell
87,386
-17,444
-17% -$1.26M 0.01% 534
2022
Q1 		$8.5M Buy
104,830
+8,183
+8% +$658K 0.02% 479
2021
Q4 		$8.49M Buy
96,647
+2,561
+3% +$219K 0.02% 476
2021
Q3 		$7.53M Buy
94,086
+5,141
+6% +$424K 0.02% 490
2021
Q2 		$7.11M Buy
88,945
+15,385
+21% +$1.19M 0.02% 499
2021
Q1 		$5.42M Sell
73,560
-2,154
-3% -$156K 0.02% 490
2020
Q4 		$5.31M Buy
75,714
+11,163
+17% +$737K 0.02% 462
2020
Q3 		$3.99M Sell
64,551
-971
-1% -$59K 0.02% 483
2020
Q2 		$3.69M Buy
65,522
+35,128
+116% +$1.85M 0.02% 428
2020
Q1 		$1.39M Sell
30,394
-96,659
-76% -$5.21M 0.01% 620
2019
Q4 		$7.19M Buy
127,053
+24,917
+24% +$1.35M 0.03% 356
2019
Q3 		$5.3M Buy
102,136
+1,796
+2% +$92.9K 0.03% 392
2019
Q2 		$5.13M Hold
100,340
– – 0.03% 381
2019
Q1 		$4.92M Sell
100,340
-751
-0.7% -$35.3K 0.03% 401
2018
Q4 		$4.35M Buy
+101,091
New +$4.67M 0.03% 386

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.5% in Q3 2023, selling an estimated $305K and leaving 81,798 shares worth $6.15M. The position accounts for 0.02% of the portfolio, ranked #464.

JP Morgan Private Wealth Advisors first reported a position in ESGV in Q4 2018 and has held it in 20 quarters since. The position peaked at $8.5M in Q1 2022. 422 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 81,798 shares of Vanguard ESG US Stock ETF worth $6.15M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,885 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $305K.
  • Vanguard ESG US Stock ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #464 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $8.5M in Q1 2022.
  • 422 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

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