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JP Morgan Private Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OIH Stock Details OIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12M Buy
34,922
+21,032
+151% +$7.11M 0.03% 342
2023
Q2 		$3.99M Buy
13,890
+5,288
+61% +$1.43M 0.02% 377
2023
Q1 		$2.38M Buy
8,602
+3,737
+77% +$1.14M 0.01% 815
2022
Q4 		$1.48M Sell
4,865
-15,909
-77% -$4.55M ﹤0.01% 962
2022
Q3 		$4.39M Buy
20,774
+10,185
+96% +$2.33M 0.01% 589
2022
Q2 		$2.46M Buy
10,589
+3,872
+58% +$1.06M 0.01% 775
2022
Q1 		$1.9M Sell
6,717
-13,944
-67% -$3.42M ﹤0.01% 921
2021
Q4 		$3.82M Sell
20,661
-18,443
-47% -$3.72M 0.01% 688
2021
Q3 		$7.7M Buy
39,104
+15,031
+62% +$2.86M 0.02% 482
2021
Q2 		$5.27M Buy
+24,073
New +$5.03M 0.01% 581
2020
Q1 		– Sell
-2,483
Closed -$658K – 1505
2019
Q4 		$658K Buy
2,483
+2
+0.1% +$478 ﹤0.01% 943
2019
Q3 		$583K Sell
2,481
-1,302
-34% -$337K ﹤0.01% 947
2019
Q2 		$1.12M Sell
3,783
-1,381
-27% -$431K 0.01% 713
2019
Q1 		$1.78M Sell
5,164
-1,099
-18% -$371K 0.01% 642
2018
Q4 		$1.76M Sell
6,263
-5,210
-45% -$2.06M 0.01% 598
2018
Q3 		$5.78M Buy
11,473
+2,045
+22% +$1.03M 0.03% 398
2018
Q2 		$4.95M Sell
9,428
-50
-0.5% -$26.8K 0.03% 400
2018
Q1 		$4.53M Buy
9,478
+3,420
+56% +$1.77M 0.03% 338
2017
Q4 		$3.16M Sell
6,058
-1,655
-21% -$821K 0.02% 400
2017
Q3 		$4.02M Buy
7,713
+2,535
+49% +$1.22M 0.03% 343
2017
Q2 		$2.57M Buy
5,178
+289
+6% +$158K 0.02% 413
2017
Q1 		$3.01M Buy
+4,889
New +$3.18M 0.02% 396
2015
Q2 		– Sell
-483
Closed -$325K – 1114
2015
Q1 		$325K Sell
483
-35
-7% -$23.9K ﹤0.01% 859
2014
Q4 		$372K Buy
+518
New +$430K ﹤0.01% 809

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its VanEck Oil Services ETF (OIH) stake by 151% in Q3 2023, buying an estimated $7.11M and bringing the position to 34,922 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #342.

JP Morgan Private Wealth Advisors first reported a position in OIH in Q4 2014 and has held it in 24 quarters since. 269 funds tracked by Wall St. Rank hold OIH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 34,922 shares of VanEck Oil Services ETF worth $12M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 21,032 VanEck Oil Services ETF shares in Q3 2023, an estimated $7.11M.
  • VanEck Oil Services ETF made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #342 holding.
  • JP Morgan Private Wealth Advisors first reported a position in VanEck Oil Services ETF in Q4 2014 and has held it in 24 quarters since.
  • 269 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2023.

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