JP Morgan Private Wealth Advisors’s VanEck Pharmaceutical ETF PPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$340K	Buy	4,253 +1,386	+48%	+$112K	﹤0.01%	1411
2023 Q2	$226K	Sell	2,867 -727	-20%	-$56.9K	﹤0.01%	1346
2023 Q1	$279K	Sell	3,594 -699	-16%	-$53.9K	﹤0.01%	1708
2022 Q4	$334K	Hold	4,293	–	–	﹤0.01%	1618
2022 Q3	$289K	Sell	4,293 -288	-6%	-$21.2K	﹤0.01%	1664
2022 Q2	$352K	Buy	4,581 +1,681	+58%	+$131K	﹤0.01%	1580
2022 Q1	$231K	Buy	+2,900	New	+$222K	﹤0.01%	1859

Other funds holding PPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its VanEck Pharmaceutical ETF (PPH) stake by 48% in Q3 2023, buying an estimated $112K and bringing the position to 4,253 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

JP Morgan Private Wealth Advisors first reported a position in PPH in Q1 2022 and has held it in 7 quarters since. The position peaked at $352K in Q2 2022. 102 funds tracked by Wall St. Rank hold PPH as of Q3 2023.

JP Morgan Private Wealth Advisors held 4,253 shares of VanEck Pharmaceutical ETF worth $340K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,386 VanEck Pharmaceutical ETF shares in Q3 2023, an estimated $112K.
VanEck Pharmaceutical ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1411 holding.
JP Morgan Private Wealth Advisors first reported a position in VanEck Pharmaceutical ETF in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's VanEck Pharmaceutical ETF position peaked at $352K in Q2 2022.
102 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q3 2023.

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