JP Morgan Private Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$791K	Sell	10,425 -51,860	-83%	-$4.13M	﹤0.01%	1064
2023 Q2	$4.97M	Sell	62,285 -975	-2%	-$73.4K	0.03%	339
2023 Q1	$4.67M	Sell	63,260 -2,938	-4%	-$209K	0.01%	603
2022 Q4	$4.3M	Buy	66,198 +37,256	+129%	+$2.42M	0.01%	612
2022 Q3	$1.74M	Sell	28,942 -3,199	-10%	-$215K	﹤0.01%	894
2022 Q2	$2.05M	Buy	32,141 +10,735	+50%	+$737K	0.01%	841
2022 Q1	$1.6M	Buy	21,406 +9,257	+76%	+$682K	﹤0.01%	988
2021 Q4	$925K	Sell	12,149 -982	-7%	-$74.4K	﹤0.01%	1284
2021 Q3	$962K	Sell	13,131 -501	-4%	-$37.7K	﹤0.01%	1229
2021 Q2	$1.01M	Buy	13,632 +3,344	+33%	+$243K	﹤0.01%	1195
2021 Q1	$713K	Sell	10,288 -175	-2%	-$11.5K	﹤0.01%	1188
2020 Q4	$649K	Buy	10,463 +193	+2%	+$11.4K	﹤0.01%	1187
2020 Q3	$561K	Buy	+10,270	New	+$561K	﹤0.01%	1104
2019 Q2	–	Sell	-12,214	Closed	-$570K	–	1433
2019 Q1	$570K	Buy	12,214 +71	+0.6%	+$3.21K	﹤0.01%	980
2018 Q4	$500K	Buy	+12,143	New	+$540K	﹤0.01%	964

Other funds holding MOAT

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 83% in Q3 2023, selling an estimated $4.13M and leaving 10,425 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

JP Morgan Private Wealth Advisors first reported a position in MOAT in Q4 2018 and has held it in 15 quarters since. The position peaked at $4.97M in Q2 2023. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,425 shares of VanEck Morningstar Wide Moat ETF worth $791K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 51,860 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $4.13M.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1064 holding.
JP Morgan Private Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $4.97M in Q2 2023.
520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

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