JP Morgan Private Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$5.53M Sell
95,380
-28,007
-23% -$1.71M 0.02% 482
2023
Q2
$7.61M Sell
123,387
-72,190
-37% -$4.49M 0.04% 273
2023
Q1
$11.9M Buy
195,577
+29,901
+18% +$1.79M 0.03% 396
2022
Q4
$9.19M Sell
165,676
-25,296
-13% -$1.33M 0.02% 435
2022
Q3
$8.81M Sell
190,972
-33,138
-15% -$1.73M 0.02% 419
2022
Q2
$11.8M Sell
224,110
-17,624
-7% -$1.02M 0.03% 368
2022
Q1
$15.1M Sell
241,734
-303
-0.1% -$19.4K 0.03% 363
2021
Q4
$16.5M Sell
242,037
-6,514
-3% -$441K 0.04% 357
2021
Q3
$16.3M Buy
248,551
+12,361
+5% +$847K 0.04% 343
2021
Q2
$15.9M Buy
236,190
+30,408
+15% +$2.05M 0.04% 349
2021
Q1
$13M Sell
205,782
-67,884
-25% -$4.22M 0.04% 340
2020
Q4
$16.5M Buy
273,666
+62,169
+29% +$3.5M 0.05% 292
2020
Q3
$11.1M Sell
211,497
-1,448
-0.7% -$77.3K 0.04% 313
2020
Q2
$10.7M Sell
212,945
-125,511
-37% -$5.92M 0.05% 274
2020
Q1
$14.6M Sell
338,456
-126,981
-27% -$6.73M 0.08% 210
2019
Q4
$27.3M Buy
465,437
+86,220
+23% +$4.82M 0.12% 165
2019
Q3
$20.3M Sell
379,217
-30,560
-7% -$1.63M 0.11% 183
2019
Q2
$22.5M Sell
409,777
-50,933
-11% -$2.77M 0.12% 167
2019
Q1
$24.7M Sell
460,710
-134,918
-23% -$7.05M 0.13% 167
2018
Q4
$29M Buy
595,628
+276,859
+87% +$14.3M 0.18% 131
2018
Q3
$17.9M Buy
+318,769
New +$18.1M 0.09% 217
2018
Q2
Sell
-44,605
Closed -$2.59M 1527
2018
Q1
$2.59M Sell
44,605
-6,932
-13% -$416K 0.02% 437
2017
Q4
$3.05M Buy
51,537
+5,676
+12% +$331K 0.02% 409
2017
Q3
$2.68M Buy
45,861
+1,937
+4% +$110K 0.02% 419
2017
Q2
$2.42M Buy
43,924
+38,215
+669% +$2.08M 0.02% 420
2017
Q1
$294K Buy
+5,709
New +$285K ﹤0.01% 1077
2016
Q3
Sell
-47,643
Closed -$2.22M 1276
2016
Q2
$2.22M Buy
47,643
+39,877
+513% +$1.94M 0.02% 420
2016
Q1
$377K Sell
7,766
-85,396
-92% -$3.99M ﹤0.01% 859
2015
Q4
$4.65M Buy
93,162
+80,533
+638% +$4.12M 0.05% 242
2015
Q3
$621K Buy
+12,629
New +$669K 0.01% 563
2015
Q2
Sell
-11,118
Closed -$603K 1139
2015
Q1
$603K Buy
11,118
+2,615
+31% +$141K 0.01% 659
2014
Q4
$446K Sell
8,503
-137
-2% -$7.34K 0.01% 753
2014
Q3
$477K Buy
+8,640
New +$499K 0.01% 706
2013
Q4
Sell
-211,724
Closed -$11.5M 710
2013
Q3
$11.5M Buy
211,724
+43,029
+26% +$2.25M 0.26% 107
2013
Q2
$8.12M Buy
+168,695
New +$8.55M 0.2% 128

Other funds holding VGK

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

JP Morgan Private Wealth Advisors reduced its Vanguard FTSE Europe ETF (VGK) stake by 23% in Q3 2023, selling an estimated $1.71M and leaving 95,380 shares worth $5.53M. The position accounts for 0.02% of the portfolio, ranked #482.

JP Morgan Private Wealth Advisors first reported a position in VGK in Q2 2013 and has held it in 35 quarters since. The position peaked at $29M in Q4 2018. 569 funds tracked by Wall St. Rank hold VGK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 95,380 shares of Vanguard FTSE Europe ETF worth $5.53M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 28,007 Vanguard FTSE Europe ETF shares in Q3 2023, an estimated $1.71M.
  • Vanguard FTSE Europe ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #482 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q2 2013 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $29M in Q4 2018.
  • 569 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2023.

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