JMPWA
SCHV

JP Morgan Private Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.12M Sell
98,757
-339
-0.3% -$7.61K 0.01% 713
2023
Q2 		$2.22M Sell
99,096
-3,618
-4% -$79K 0.01% 530
2023
Q1 		$2.25M Sell
102,714
-5,343
-5% -$119K ﹤0.01% 839
2022
Q4 		$2.38M Buy
108,057
+7,275
+7% +$158K 0.01% 781
2022
Q3 		$1.97M Buy
100,782
+4,656
+5% +$100K 0.01% 849
2022
Q2 		$2M Buy
96,126
+13,077
+16% +$294K 0.01% 855
2022
Q1 		$1.98M Buy
83,049
+26,190
+46% +$620K ﹤0.01% 900
2021
Q4 		$1.39M Buy
56,859
+2,733
+5% +$64.7K ﹤0.01% 1084
2021
Q3 		$1.22M Buy
54,126
+2,409
+5% +$55.7K ﹤0.01% 1121
2021
Q2 		$1.18M Buy
51,717
+11,184
+28% +$254K ﹤0.01% 1113
2021
Q1 		$882K Sell
40,533
-9,528
-19% -$198K ﹤0.01% 1101
2020
Q4 		$993K Sell
50,061
-4,545
-8% -$85K ﹤0.01% 1012
2020
Q3 		$950K Buy
54,606
+14,289
+35% +$250K ﹤0.01% 905
2020
Q2 		$673K Buy
40,317
+1,266
+3% +$20.7K ﹤0.01% 959
2020
Q1 		$576K Hold
39,051
– – ﹤0.01% 883
2019
Q4 		$783K Buy
39,051
+9,036
+30% +$175K ﹤0.01% 884
2019
Q3 		$568K Sell
30,015
-3,201
-10% -$59.9K ﹤0.01% 960
2019
Q2 		$622K Buy
33,216
+2,775
+9% +$51.3K ﹤0.01% 907
2019
Q1 		$555K Buy
30,441
+597
+2% +$10.6K ﹤0.01% 986
2018
Q4 		$490K Sell
29,844
-33,360
-53% -$590K ﹤0.01% 978
2018
Q3 		$1.18M Buy
63,204
+24,003
+61% +$445K 0.01% 777
2018
Q2 		$694K Sell
39,201
-1,431
-4% -$25.5K ﹤0.01% 893
2018
Q1 		$716K Buy
40,632
+1,257
+3% +$23K ﹤0.01% 747
2017
Q4 		$718K Buy
39,375
+2,301
+6% +$40.9K ﹤0.01% 752
2017
Q3 		$640K Buy
37,074
+3,825
+12% +$64.8K ﹤0.01% 761
2017
Q2 		$556K Buy
+33,249
New +$553K ﹤0.01% 802

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.34% in Q3 2023, selling an estimated $7.61K and leaving 98,757 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #713.

JP Morgan Private Wealth Advisors first reported a position in SCHV in Q2 2017 and has held it in 26 quarters since. The position peaked at $2.38M in Q4 2022. 646 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 98,757 shares of Schwab US Large-Cap Value ETF worth $2.12M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 339 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $7.61K.
  • Schwab US Large-Cap Value ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #713 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $2.38M in Q4 2022.
  • 646 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

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