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JP Morgan Private Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$79.5M Sell
1,531,992
-1,312
-0.1% -$71.3K 0.23% 104
2023
Q2 		$84.7M Sell
1,533,304
-269,824
-15% -$13.5M 0.44% 48
2023
Q1 		$86.9M Sell
1,803,128
-249,256
-12% -$11M 0.18% 121
2022
Q4 		$81.9M Buy
2,052,384
+298,544
+17% +$12.2M 0.18% 121
2022
Q3 		$67.4M Buy
1,753,840
+75,824
+5% +$3.33M 0.18% 130
2022
Q2 		$68.5M Buy
1,678,016
+91,104
+6% +$4.1M 0.18% 136
2022
Q1 		$82.6M Buy
1,586,912
+188,360
+13% +$9.67M 0.18% 134
2021
Q4 		$80.1M Buy
1,398,552
+45,416
+3% +$2.49M 0.17% 139
2021
Q3 		$67.9M Buy
1,353,136
+106,176
+9% +$5.5M 0.17% 146
2021
Q2 		$62.2M Buy
1,246,960
+101,912
+9% +$4.81M 0.16% 146
2021
Q1 		$51.3M Sell
1,145,048
-248,544
-18% -$11.2M 0.17% 140
2020
Q4 		$61.6M Sell
1,393,592
-186,480
-12% -$7.67M 0.2% 121
2020
Q3 		$61.5M Buy
1,580,072
+132,824
+9% +$5M 0.24% 103
2020
Q2 		$50.4M Buy
1,447,248
+275,792
+24% +$8.61M 0.23% 109
2020
Q1 		$31M Buy
1,171,456
+323,624
+38% +$9.81M 0.18% 127
2019
Q4 		$25.9M Buy
847,832
+112,080
+15% +$3.21M 0.12% 170
2019
Q3 		$19.8M Buy
735,752
+71,416
+11% +$1.92M 0.1% 186
2019
Q2 		$17.5M Sell
664,336
-116,512
-15% -$3M 0.1% 199
2019
Q1 		$19.6M Buy
780,848
+86,264
+12% +$2M 0.1% 197
2018
Q4 		$14.5M Buy
694,584
+279,352
+67% +$6.33M 0.09% 209
2018
Q3 		$10.5M Buy
415,232
+44,200
+12% +$1.07M 0.05% 287
2018
Q2 		$8.41M Buy
371,032
+42,632
+13% +$957K 0.05% 301
2018
Q1 		$7.02M Buy
328,400
+6,672
+2% +$146K 0.05% 276
2017
Q4 		$6.63M Sell
321,728
-126,248
-28% -$2.56M 0.04% 292
2017
Q3 		$8.51M Sell
447,976
-37,984
-8% -$703K 0.06% 250
2017
Q2 		$8.55M Buy
485,960
+1,656
+0.3% +$29.2K 0.06% 233
2017
Q1 		$8.21M Sell
484,304
-9,976
-2% -$163K 0.06% 240
2016
Q4 		$7.51M Buy
494,280
+1,096
+0.2% +$16.5K 0.07% 221
2016
Q3 		$7.42M Sell
493,184
-40,160
-8% -$582K 0.07% 227
2016
Q2 		$7.14M Buy
533,344
+36,248
+7% +$487K 0.07% 225
2016
Q1 		$6.81M Buy
497,096
+80,160
+19% +$1.02M 0.07% 216
2015
Q4 		$5.64M Buy
416,936
+13,784
+3% +$188K 0.06% 228
2015
Q3 		$5.04M Buy
403,152
+14,560
+4% +$191K 0.06% 226
2015
Q2 		$5.16M Sell
388,592
-6,488
-2% -$88.4K 0.06% 241
2015
Q1 		$5.26M Sell
395,080
-3,248
-0.8% -$42.9K 0.06% 242
2014
Q4 		$5.2M Buy
398,328
+8,400
+2% +$107K 0.06% 242
2014
Q3 		$4.88M Buy
389,928
+51,120
+15% +$635K 0.06% 249
2014
Q2 		$4.1M Buy
338,808
+33,064
+11% +$382K 0.07% 222
2014
Q1 		$3.5M Buy
305,744
+90,368
+42% +$1.02M 0.06% 229
2013
Q4 		$2.41M Buy
215,376
+51,864
+32% +$550K 0.05% 236
2013
Q3 		$1.65M Buy
163,512
+127,336
+352% +$1.25M 0.04% 260
2013
Q2 		$335K Buy
+36,176
New +$335K 0.01% 479

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.09% in Q3 2023, selling an estimated $71.3K and leaving 1,531,992 shares worth $79.5M. The position accounts for 0.23% of the portfolio, ranked #104.

JP Morgan Private Wealth Advisors first reported a position in VGT in Q2 2013 and has held it in 42 quarters since. The position peaked at $86.9M in Q1 2023. 1,249 funds tracked by Wall St. Rank hold VGT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,531,992 shares of Vanguard Information Technology ETF worth $79.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,312 Vanguard Information Technology ETF shares in Q3 2023, an estimated $71.3K.
  • Vanguard Information Technology ETF made up 0.23% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #104 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Information Technology ETF position peaked at $86.9M in Q1 2023.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2023.

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