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JP Morgan Private Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$28.5M Buy
121,024
+3,287
+3% +$801K 0.08% 229
2023
Q2 		$28.8M Sell
117,737
-26,559
-18% -$6.46M 0.15% 135
2023
Q1 		$34.4M Sell
144,296
-7,981
-5% -$1.92M 0.07% 237
2022
Q4 		$37.8M Buy
152,277
+26,850
+21% +$6.51M 0.08% 216
2022
Q3 		$28.1M Buy
125,427
+6,590
+6% +$1.57M 0.07% 239
2022
Q2 		$28M Buy
118,837
+7,473
+7% +$1.8M 0.07% 240
2022
Q1 		$28.3M Buy
111,364
+11,946
+12% +$2.95M 0.06% 267
2021
Q4 		$26.5M Buy
99,418
+2,180
+2% +$556K 0.06% 271
2021
Q3 		$24M Buy
97,238
+4,116
+4% +$1.06M 0.06% 276
2021
Q2 		$23M Buy
93,122
+9,854
+12% +$2.35M 0.06% 281
2021
Q1 		$19M Sell
83,268
-2,988
-3% -$685K 0.06% 274
2020
Q4 		$19.3M Buy
86,256
+3,827
+5% +$818K 0.06% 262
2020
Q3 		$16.8M Buy
82,429
+8,470
+11% +$1.71M 0.07% 240
2020
Q2 		$14.2M Buy
73,959
+3,275
+5% +$615K 0.07% 236
2020
Q1 		$11.7M Buy
70,684
+5,466
+8% +$999K 0.07% 238
2019
Q4 		$12.5M Buy
65,218
+2,687
+4% +$482K 0.06% 278
2019
Q3 		$10.5M Buy
62,531
+50,215
+408% +$8.59M 0.05% 282
2019
Q2 		$2.14M Buy
12,316
+789
+7% +$133K 0.01% 580
2019
Q1 		$1.99M Buy
11,527
+462
+4% +$78.3K 0.01% 615
2018
Q4 		$1.78M Buy
11,065
+3,920
+55% +$664K 0.01% 595
2018
Q3 		$1.29M Buy
7,145
+918
+15% +$158K 0.01% 748
2018
Q2 		$991K Buy
6,227
+1,307
+27% +$206K 0.01% 781
2018
Q1 		$755K Buy
4,920
+251
+5% +$40.1K 0.01% 723
2017
Q4 		$720K Sell
4,669
-2,960
-39% -$454K ﹤0.01% 751
2017
Q3 		$1.16M Sell
7,629
-854
-10% -$127K 0.01% 590
2017
Q2 		$1.25M Sell
8,483
-6,587
-44% -$931K 0.01% 559
2017
Q1 		$2.08M Buy
15,070
+1,893
+14% +$255K 0.02% 461
2016
Q4 		$1.67M Buy
13,177
+2,998
+29% +$383K 0.01% 475
2016
Q3 		$1.35M Sell
10,179
-488
-5% -$65.8K 0.01% 521
2016
Q2 		$1.39M Buy
10,667
+3,130
+42% +$402K 0.01% 515
2016
Q1 		$929K Sell
7,537
-694
-8% -$84.4K 0.01% 576
2015
Q4 		$1.09M Sell
8,231
-240
-3% -$31.3K 0.01% 498
2015
Q3 		$1.04M Buy
8,471
+1,538
+22% +$211K 0.01% 463
2015
Q2 		$970K Buy
6,933
+657
+10% +$90.8K 0.01% 509
2015
Q1 		$851K Buy
6,276
+3,850
+159% +$507K 0.01% 571
2014
Q4 		$305K Buy
+2,426
New +$298K ﹤0.01% 866

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 2.8% in Q3 2023, buying an estimated $801K and bringing the position to 121,024 shares worth $28.5M. The position accounts for 0.08% of the portfolio, ranked #229.

JP Morgan Private Wealth Advisors first reported a position in VHT in Q4 2014 and has held it in 36 quarters since. The position peaked at $37.8M in Q4 2022. 929 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 121,024 shares of Vanguard Health Care ETF worth $28.5M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 3,287 Vanguard Health Care ETF shares in Q3 2023, an estimated $801K.
  • Vanguard Health Care ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #229 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Health Care ETF position peaked at $37.8M in Q4 2022.
  • 929 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

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