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JP Morgan Private Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8.64M Buy
47,276
+2,126
+5% +$410K 0.02% 398
2023
Q2 		$8.78M Buy
45,150
+964
+2% +$188K 0.05% 249
2023
Q1 		$8.55M Sell
44,186
-17,010
-28% -$3.22M 0.02% 463
2022
Q4 		$11.7M Buy
61,196
+22,645
+59% +$4.26M 0.03% 393
2022
Q3 		$6.62M Buy
38,551
+3,642
+10% +$688K 0.02% 487
2022
Q2 		$6.47M Buy
34,909
+640
+2% +$124K 0.02% 509
2022
Q1 		$6.71M Buy
34,269
+5,094
+17% +$992K 0.01% 531
2021
Q4 		$5.83M Buy
29,175
+1,324
+5% +$249K 0.01% 572
2021
Q3 		$4.99M Buy
27,851
+333
+1% +$61.6K 0.01% 596
2021
Q2 		$5.02M Buy
27,518
+1,979
+8% +$362K 0.01% 592
2021
Q1 		$4.55M Sell
25,539
-6,456
-20% -$1.11M 0.01% 530
2020
Q4 		$5.57M Buy
31,995
+1,072
+3% +$182K 0.02% 454
2020
Q3 		$5.05M Buy
30,923
+326
+1% +$52.5K 0.02% 424
2020
Q2 		$4.58M Buy
30,597
+1,944
+7% +$288K 0.02% 383
2020
Q1 		$3.95M Sell
28,653
-2,246
-7% -$346K 0.02% 396
2019
Q4 		$4.98M Buy
30,899
+6,685
+28% +$1.05M 0.02% 420
2019
Q3 		$3.79M Buy
24,214
+13,183
+120% +$2.03M 0.02% 462
2019
Q2 		$1.64M Sell
11,031
-1,891
-15% -$279K 0.01% 630
2019
Q1 		$1.88M Buy
12,922
+921
+8% +$128K 0.01% 627
2018
Q4 		$1.57M Buy
12,001
+602
+5% +$84.4K 0.01% 623
2018
Q3 		$1.6M Buy
11,399
+168
+1% +$23.4K 0.01% 676
2018
Q2 		$1.51M Buy
11,231
+2,354
+27% +$311K 0.01% 660
2018
Q1 		$1.21M Buy
8,877
+49
+0.6% +$6.95K 0.01% 604
2017
Q4 		$1.29M Buy
8,828
+1,450
+20% +$205K 0.01% 592
2017
Q3 		$1.02M Buy
7,378
+741
+11% +$104K 0.01% 624
2017
Q2 		$936K Buy
6,637
+2,098
+46% +$300K 0.01% 641
2017
Q1 		$638K Buy
4,539
+133
+3% +$18.4K ﹤0.01% 773
2016
Q4 		$590K Sell
4,406
-4,578
-51% -$612K 0.01% 747
2016
Q3 		$1.23M Buy
+8,984
New +$1.26M 0.01% 540
2015
Q4 		– Sell
-1,847
Closed -$224K – 1211
2015
Q3 		$224K Buy
+1,847
New +$234K ﹤0.01% 902

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 4.7% in Q3 2023, buying an estimated $410K and bringing the position to 47,276 shares worth $8.64M. The position accounts for 0.02% of the portfolio, ranked #398.

JP Morgan Private Wealth Advisors first reported a position in VDC in Q3 2015 and has held it in 30 quarters since. The position peaked at $11.7M in Q4 2022. 544 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 47,276 shares of Vanguard Consumer Staples ETF worth $8.64M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 2,126 Vanguard Consumer Staples ETF shares in Q3 2023, an estimated $410K.
  • Vanguard Consumer Staples ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #398 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2015 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $11.7M in Q4 2022.
  • 544 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

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