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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.34M	Buy	17,239 +295	+2%	+$24.2K	﹤0.01%	879
2023 Q2	$1.39M	Sell	16,944 -1,242	-7%	-$96.6K	0.01%	668
2023 Q1	$1.43M	Buy	18,186 +2,132	+13%	+$174K	﹤0.01%	1007
2022 Q4	$1.23M	Buy	16,054 +764	+5%	+$58.9K	﹤0.01%	1049
2022 Q3	$1.06M	Sell	15,290 -942	-6%	-$72K	﹤0.01%	1103
2022 Q2	$1.17M	Buy	16,232 +776	+5%	+$60.6K	﹤0.01%	1058
2022 Q1	$1.29M	Buy	15,456 +1,420	+10%	+$117K	﹤0.01%	1089
2021 Q4	$1.18M	Buy	14,036 +626	+5%	+$52.5K	﹤0.01%	1158
2021 Q3	$1.07M	Sell	13,410 -170	-1%	-$13.7K	﹤0.01%	1182
2021 Q2	$1.1M	Buy	13,580 +810	+6%	+$66.3K	﹤0.01%	1151
2021 Q1	$998K	Buy	+12,770	New	+$930K	﹤0.01%	1036
2020 Q2	–	Sell	-5,750	Closed	-$243K	–	1576
2020 Q1	$243K	Sell	5,750 -136	-2%	-$7.79K	﹤0.01%	1213
2019 Q4	$383K	Buy	5,886 +166	+3%	+$10.5K	﹤0.01%	1137
2019 Q3	$353K	Hold	5,720	–	–	﹤0.01%	1128
2019 Q2	$351K	Hold	5,720	–	–	﹤0.01%	1088
2019 Q1	$343K	Hold	5,720	–	–	﹤0.01%	1153
2018 Q4	$301K	Sell	5,720 -218	-4%	-$12.8K	﹤0.01%	1171
2018 Q3	$382K	Buy	5,938 +378	+7%	+$24.2K	﹤0.01%	1187
2018 Q2	$345K	Sell	5,560 -200	-3%	-$12.2K	﹤0.01%	1152
2018 Q1	$340K	Buy	5,760 +2,120	+58%	+$128K	﹤0.01%	1005
2017 Q4	$222K	Sell	3,640 -178	-5%	-$10.7K	﹤0.01%	1155
2017 Q3	$224K	Hold	3,818	–	–	﹤0.01%	1122
2017 Q2	$218K	Hold	3,818	–	–	﹤0.01%	1122
2017 Q1	$216K	Buy	+3,818	New	+$215K	﹤0.01%	1208

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.7% in Q3 2023, buying an estimated $24.2K and bringing the position to 17,239 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #879.

JP Morgan Private Wealth Advisors first reported a position in IVOV in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.43M in Q1 2023. 107 funds tracked by Wall St. Rank hold IVOV as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,239 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.34M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 295 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $24.2K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #879 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 24 quarters since.
JP Morgan Private Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.43M in Q1 2023.
107 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2023.

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