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JP Morgan Private Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5.42M Sell
62,004
-62
-0.1% -$5.71K 0.02% 486
2023
Q2 		$5.7M Buy
62,066
+19,357
+45% +$1.69M 0.03% 315
2023
Q1 		$3.79M Buy
42,709
+11,121
+35% +$1.02M 0.01% 664
2022
Q4 		$2.74M Buy
31,588
+10,856
+52% +$963K 0.01% 740
2022
Q3 		$1.67M Sell
20,732
-4,732
-19% -$424K ﹤0.01% 906
2022
Q2 		$2.17M Buy
25,464
+1,924
+8% +$176K 0.01% 821
2022
Q1 		$2.33M Buy
23,540
+16,134
+218% +$1.6M 0.01% 851
2021
Q4 		$778K Buy
7,406
+2,220
+43% +$233K ﹤0.01% 1367
2021
Q3 		$523K Sell
5,186
-19,408
-79% -$1.96M ﹤0.01% 1483
2021
Q2 		$2.55M Buy
24,594
+13,546
+123% +$1.38M 0.01% 789
2021
Q1 		$1.1M Buy
11,048
+5,218
+90% +$499K ﹤0.01% 998
2020
Q4 		$489K Buy
5,830
+2
+0% +$151 ﹤0.01% 1297
2020
Q3 		$376K Sell
5,828
-3,240
-36% -$213K ﹤0.01% 1269
2020
Q2 		$567K Sell
9,068
-816
-8% -$47.1K ﹤0.01% 1036
2020
Q1 		$506K Sell
9,884
-838
-8% -$56.7K ﹤0.01% 924
2019
Q4 		$816K Buy
10,722
+2,416
+29% +$178K ﹤0.01% 874
2019
Q3 		$592K Sell
8,306
-502
-6% -$35.5K ﹤0.01% 940
2019
Q2 		$629K Sell
8,808
-1,780
-17% -$126K ﹤0.01% 903
2019
Q1 		$743K Hold
10,588
– – ﹤0.01% 882
2018
Q4 		$666K Sell
10,588
-1,800
-15% -$127K ﹤0.01% 870
2018
Q3 		$988K Buy
12,388
+7,702
+164% +$615K ﹤0.01% 832
2018
Q2 		$357K Buy
+4,686
New +$347K ﹤0.01% 1142

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.1% in Q3 2023, selling an estimated $5.71K and leaving 62,004 shares worth $5.42M. The position accounts for 0.02% of the portfolio, ranked #486.

JP Morgan Private Wealth Advisors first reported a position in VIOO in Q2 2018 and has held it in 22 quarters since. The position peaked at $5.7M in Q2 2023. 255 funds tracked by Wall St. Rank hold VIOO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 62,004 shares of Vanguard S&P Small-Cap 600 ETF worth $5.42M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 62 Vanguard S&P Small-Cap 600 ETF shares in Q3 2023, an estimated $5.71K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #486 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $5.7M in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2023.

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