JP Morgan Private Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$660K	Buy	7,802 +2	+0%	+$177	﹤0.01%	1132
2023 Q2	$691K	Sell	7,800 -1,626	-17%	-$137K	﹤0.01%	898
2023 Q1	$798K	Sell	9,426 -298	-3%	-$25.7K	﹤0.01%	1274
2022 Q4	$795K	Buy	9,724 +24	+0.2%	+$1.96K	﹤0.01%	1258
2022 Q3	$721K	Buy	9,700 +3,504	+57%	+$287K	﹤0.01%	1299
2022 Q2	$474K	Buy	6,196 +830	+15%	+$69.4K	﹤0.01%	1473
2022 Q1	$488K	Sell	5,366 -3,068	-36%	-$276K	﹤0.01%	1545
2021 Q4	$808K	Buy	8,434 +3,068	+57%	+$289K	﹤0.01%	1345
2021 Q3	$478K	Sell	5,366 -24	-0.4%	-$2.19K	﹤0.01%	1517
2021 Q2	$490K	Sell	5,390 -126	-2%	-$11.5K	﹤0.01%	1487
2021 Q1	$487K	Sell	5,516 -24	-0.4%	-$2.03K	﹤0.01%	1321
2020 Q4	$431K	Buy	5,540 +24	+0.4%	+$1.71K	﹤0.01%	1346
2020 Q3	$346K	Hold	5,516	–	–	﹤0.01%	1299
2020 Q2	$332K	Hold	5,516	–	–	﹤0.01%	1260
2020 Q1	$268K	Buy	5,516 +790	+17%	+$49.6K	﹤0.01%	1175
2019 Q4	$328K	Hold	4,726	–	–	﹤0.01%	1200
2019 Q3	$308K	Buy	4,726 +436	+10%	+$28.3K	﹤0.01%	1182
2019 Q2	$282K	Hold	4,290	–	–	﹤0.01%	1172
2019 Q1	$274K	Hold	4,290	–	–	﹤0.01%	1253
2018 Q4	$240K	Hold	4,290	–	–	﹤0.01%	1264
2018 Q3	$292K	Sell	4,290 -106	-2%	-$7.19K	﹤0.01%	1310
2018 Q2	$289K	Buy	4,396 +146	+3%	+$9.51K	﹤0.01%	1221
2018 Q1	$269K	Sell	4,250 -150	-3%	-$9.67K	﹤0.01%	1081
2017 Q4	$281K	Buy	4,400 +150	+4%	+$9.36K	﹤0.01%	1075
2017 Q3	$257K	Hold	4,250	–	–	﹤0.01%	1075
2017 Q2	$250K	Hold	4,250	–	–	﹤0.01%	1080
2017 Q1	$246K	Hold	4,250	–	–	﹤0.01%	1159
2016 Q4	$237K	Hold	4,250	–	–	﹤0.01%	1102
2016 Q3	$222K	Hold	4,250	–	–	﹤0.01%	1105
2016 Q2	$213K	Buy	+4,250	New	+$210K	﹤0.01%	1128

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.03% in Q3 2023, buying an estimated $177 and bringing the position to 7,802 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

JP Morgan Private Wealth Advisors first reported a position in IVOO in Q2 2016 and has held it in 30 quarters since. The position peaked at $808K in Q4 2021. 198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,802 shares of Vanguard S&P Mid-Cap 400 ETF worth $660K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2023, an estimated $177.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1132 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2016 and has held it in 30 quarters since.
JP Morgan Private Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $808K in Q4 2021.
198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

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