JP Morgan Private Wealth Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.95M	Buy	19,235 +1,393	+8%	+$146K	0.01%	744
2023 Q2	$1.85M	Sell	17,842 -13,199	-43%	-$1.34M	0.01%	589
2023 Q1	$3.14M	Sell	31,041 -1,575	-5%	-$161K	0.01%	729
2022 Q4	$3.35M	Buy	32,616 +2,411	+8%	+$242K	0.01%	688
2022 Q3	$2.72M	Sell	30,205 -546	-2%	-$53.6K	0.01%	743
2022 Q2	$2.96M	Buy	30,751 +3,469	+13%	+$355K	0.01%	719
2022 Q1	$2.93M	Buy	27,282 +542	+2%	+$57.5K	0.01%	779
2021 Q4	$2.86M	Sell	26,740 -1,330	-5%	-$138K	0.01%	788
2021 Q3	$2.75M	Buy	28,070 +3,488	+14%	+$352K	0.01%	771
2021 Q2	$2.45M	Buy	24,582 +6,981	+40%	+$693K	0.01%	800
2021 Q1	$1.68M	Sell	17,601 -2,800	-14%	-$255K	0.01%	827
2020 Q4	$1.77M	Buy	20,401 +14,428	+242%	+$1.18M	0.01%	784
2020 Q3	$458K	Hold	5,973	–	–	﹤0.01%	1198
2020 Q2	$437K	Hold	5,973	–	–	﹤0.01%	1160
2020 Q1	$394K	Sell	5,973 -1,295	-18%	-$104K	﹤0.01%	1024
2019 Q4	$634K	Hold	7,268	–	–	﹤0.01%	958
2019 Q3	$592K	Hold	7,268	–	–	﹤0.01%	939
2019 Q2	$585K	Sell	7,268 -6,179	-46%	-$490K	﹤0.01%	927
2019 Q1	$1.05M	Buy	13,447 +48	+0.4%	+$3.67K	0.01%	781
2018 Q4	$958K	Sell	13,399 -575	-4%	-$43.9K	0.01%	762
2018 Q3	$1.12M	Buy	13,974 +1,558	+13%	+$123K	0.01%	792
2018 Q2	$924K	Buy	12,416 +3,584	+41%	+$269K	0.01%	802
2018 Q1	$654K	Buy	+8,832	New	+$681K	﹤0.01%	782

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 7.8% in Q3 2023, buying an estimated $146K and bringing the position to 19,235 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #744.

JP Morgan Private Wealth Advisors first reported a position in MGV in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.35M in Q4 2022. 328 funds tracked by Wall St. Rank hold MGV as of Q3 2023.

JP Morgan Private Wealth Advisors held 19,235 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.95M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,393 Vanguard Morningstar Mega Cap Value ETF shares in Q3 2023, an estimated $146K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #744 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2018 and has held it in 23 quarters since.
JP Morgan Private Wealth Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $3.35M in Q4 2022.
328 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2023.

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